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 | $729,148 | $84,233+765.6% | $170,442+327.8% | $70,131+939.7% |
| Participation rate | 95.9% | 70.8%+25.1pp | 83.6%+12.3pp | 69.5%+26.4pp |
| Annual return | 15.55% | 23.06%-7.5pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $35,425 | $3,387+945.9% | $5,433+552.1% | $2,342+1412.3% |
| Participant deferral / active EE | $8,897 | $3,086+188.3% | $4,939+80.1% | $3,332+167.0% |
| Admin fee / account holder | $25,968 | $5,698+355.7% | $13,880+87.1% | $4,645+459.0% |