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 | $575,123 | $85,202+575.0% | $172,739+232.9% | $72,985+688.0% |
| Participation rate | 97.7% | 70.1%+27.7pp | 82.6%+15.1pp | 69.5%+28.2pp |
| Annual return | 22.85% | 27.32%-4.5pp | 802.84%-780.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $30,496 | $3,324+817.4% | $5,143+493.0% | $2,440+1149.9% |
| Participant deferral / active EE | $13,041 | $3,260+300.0% | $5,198+150.9% | $3,607+261.5% |
| Admin fee / account holder | $6,035 | $5,884+2.6% | $13,954-56.7% | $5,124+17.8% |