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 | $614,883 | $80,717+661.8% | $154,803+297.2% | $84,808+625.0% |
| Participation rate | 98.7% | 66.8%+31.9pp | 78.1%+20.6pp | 68.3%+30.4pp |
| Annual return | 19.44% | 37.96%-18.5pp | 58.88%-39.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $37,151 | $2,761+1245.4% | $4,305+762.9% | $2,631+1312.1% |
| Participant deferral / active EE | $19,622 | $3,303+494.0% | $5,540+254.2% | $4,212+365.9% |
| Admin fee / account holder | $14,714 | $6,746+118.1% | $14,329+2.7% | $7,344+100.4% |