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 | $714,501 | $80,717+785.2% | $154,803+361.6% | $84,808+742.5% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.4pp | 68.3%+28.1pp |
| Annual return | 13.36% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $29,073 | $2,761+952.9% | $4,305+575.3% | $2,631+1005.0% |
| Participant deferral / active EE | $18,577 | $3,303+462.4% | $5,540+235.3% | $4,212+341.1% |
| Admin fee / account holder | $11,801 | $6,746+74.9% | $14,329-17.6% | $7,344+60.7% |