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 | $554,980 | $63,346+776.1% | $92,233+501.7% | $70,131+691.3% |
| Participation rate | 98.7% | 68.7%+30.0pp | 76.5%+22.2pp | 69.5%+29.2pp |
| Annual return | 14.43% | 530.12%-515.7pp | 176.28%-161.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $26,188 | $2,471+959.8% | $3,679+611.7% | $2,342+1018.0% |
| Participant deferral / active EE | $13,569 | $2,854+375.5% | $3,897+248.2% | $3,332+307.3% |
| Admin fee / account holder | $18,145 | $3,840+372.5% | $5,194+249.4% | $4,645+290.6% |