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 | $547,405 | $81,233+573.9% | $155,567+251.9% | $80,874+576.9% |
| Participation rate | 98.3% | 66.2%+32.1pp | 78.2%+20.1pp | 67.6%+30.7pp |
| Annual return | 12.48% | 33.33%-20.8pp | 64.74%-52.3pp | 35.62%-23.1pp |
| Employer contribution / active EE | $29,959 | $3,101+866.2% | $4,674+541.0% | $2,756+987.2% |
| Participant deferral / active EE | $17,730 | $3,452+413.6% | $5,628+215.0% | $4,297+312.6% |
| Admin fee / account holder | $27,333 | $7,998+241.8% | $15,916+71.7% | $6,935+294.1% |