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 | $780,075 | $80,717+866.4% | $154,803+403.9% | $84,808+819.8% |
| Participation rate | 97.2% | 66.8%+30.4pp | 78.1%+19.2pp | 68.3%+28.9pp |
| Annual return | 15.05% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $29,300 | $2,761+961.1% | $4,305+580.5% | $2,631+1013.6% |
| Participant deferral / active EE | $17,733 | $3,303+436.9% | $5,540+220.1% | $4,212+321.1% |
| Admin fee / account holder | $44,796 | $6,746+564.1% | $14,329+212.6% | $7,344+510.0% |