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 | $956,836 | $100,326+853.7% | $180,183+431.0% | $84,808+1028.2% |
| Participation rate | 93.6% | 71.0%+22.6pp | 77.4%+16.2pp | 68.3%+25.3pp |
| Annual return | 14.84% | 17.86%-3.0pp | 27.86%-13.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $13,539 | $3,269+314.1% | $5,039+168.7% | $2,631+414.6% |
| Participant deferral / active EE | $17,554 | $5,066+246.5% | $6,822+157.3% | $4,212+316.8% |
| Admin fee / account holder | $116,662 | $9,674+1105.9% | $19,975+484.0% | $7,344+1488.6% |