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 5-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 | $627,658 | $81,248+672.5% | $155,509+303.6% | $80,856+676.3% |
| Participation rate | 83.1% | 66.2%+16.9pp | 78.2%+5.0pp | 67.6%+15.5pp |
| Annual return | 20.07% | 33.31%-13.2pp | 64.67%-44.6pp | 35.59%-15.5pp |
| Employer contribution / active EE | $31,407 | $3,100+913.0% | $4,672+572.2% | $2,755+1040.1% |
| Participant deferral / active EE | $19,436 | $3,452+463.1% | $5,626+245.5% | $4,296+352.4% |
| Admin fee / account holder | $6,169 | $7,997-22.9% | $15,912-61.2% | $6,918-10.8% |