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 | $769,124 | $64,839+1086.2% | $95,585+704.6% | $84,808+806.9% |
| Participation rate | 96.0% | 63.8%+32.2pp | 72.1%+23.9pp | 68.3%+27.7pp |
| Annual return | 16.81% | -670.96%+687.8pp | 38.56%-21.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $33,458 | $1,759+1802.3% | $2,527+1224.3% | $2,631+1171.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,023-100.0% | $4,212-100.0% |
| Admin fee / account holder | $36,213 | $5,964+507.2% | $6,127+491.0% | $7,344+393.1% |