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 | $524,699 | $81,248+545.8% | $155,509+237.4% | $80,856+548.9% |
| Participation rate | 95.6% | 66.2%+29.3pp | 78.2%+17.4pp | 67.6%+27.9pp |
| Annual return | 26.31% | 33.31%-7.0pp | 64.67%-38.4pp | 35.59%-9.3pp |
| Employer contribution / active EE | $23,453 | $3,100+656.5% | $4,672+401.9% | $2,755+751.3% |
| Participant deferral / active EE | $17,583 | $3,452+409.4% | $5,626+212.5% | $4,296+309.3% |
| Admin fee / account holder | $186,423 | $7,997+2231.1% | $15,912+1071.6% | $6,918+2594.8% |