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 | $780,311 | $81,248+860.4% | $155,509+401.8% | $80,856+865.1% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 13.36% | 33.31%-20.0pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $31,588 | $3,100+918.9% | $4,672+576.0% | $2,755+1046.6% |
| Participant deferral / active EE | $24,681 | $3,452+615.1% | $5,626+338.7% | $4,296+474.5% |
| Admin fee / account holder | $1,869 | $7,997-76.6% | $15,912-88.3% | $6,918-73.0% |