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 | $425,786 | $80,717+427.5% | $154,803+175.1% | $84,808+402.1% |
| Participation rate | 90.9% | 66.8%+24.1pp | 78.1%+12.8pp | 68.3%+22.6pp |
| Annual return | 15.15% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $19,380 | $2,761+601.8% | $4,305+350.1% | $2,631+636.6% |
| Participant deferral / active EE | $15,028 | $3,303+355.0% | $5,540+171.2% | $4,212+256.8% |
| Admin fee / account holder | $57,502 | $6,746+752.4% | $14,329+301.3% | $7,344+683.0% |