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 | $753,118 | $85,202+783.9% | $172,739+336.0% | $72,985+931.9% |
| Participation rate | 97.5% | 70.1%+27.5pp | 82.6%+14.9pp | 69.5%+28.0pp |
| Annual return | 21.63% | 27.32%-5.7pp | 802.84%-781.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $23,157 | $3,324+596.6% | $5,143+350.3% | $2,440+849.1% |
| Participant deferral / active EE | $12,469 | $3,260+282.5% | $5,198+139.9% | $3,607+245.7% |
| Admin fee / account holder | $8,271 | $5,884+40.6% | $13,954-40.7% | $5,124+61.4% |