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 | $712,087 | $81,248+776.4% | $155,509+357.9% | $80,856+780.7% |
| Participation rate | 98.9% | 66.2%+32.7pp | 78.2%+20.7pp | 67.6%+31.3pp |
| Annual return | 12.52% | 33.31%-20.8pp | 64.67%-52.1pp | 35.59%-23.1pp |
| Employer contribution / active EE | $19,593 | $3,100+532.0% | $4,672+319.3% | $2,755+611.2% |
| Participant deferral / active EE | $13,865 | $3,452+301.7% | $5,626+146.4% | $4,296+222.8% |
| Admin fee / account holder | $94,827 | $7,997+1085.7% | $15,912+495.9% | $6,918+1270.7% |