See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $462,650 | $80,717+473.2% | $154,803+198.9% | $84,808+445.5% |
| Participation rate | 98.3% | 66.8%+31.5pp | 78.1%+20.2pp | 68.3%+30.0pp |
| Annual return | 13.95% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $31,957 | $2,761+1057.3% | $4,305+642.3% | $2,631+1114.7% |
| Participant deferral / active EE | $17,198 | $3,303+420.6% | $5,540+210.4% | $4,212+308.3% |
| Admin fee / account holder | $102,231 | $6,746+1415.5% | $14,329+613.4% | $7,344+1292.1% |