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 | $912,147 | $95,416+856.0% | $185,823+390.9% | $85,850+962.5% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.5pp | 69.3%+26.8pp |
| Annual return | 13.74% | 23.59%-9.8pp | 122.05%-108.3pp | 318.53%-304.8pp |
| Employer contribution / active EE | $28,800 | $3,314+769.1% | $5,167+457.3% | $2,565+1022.8% |
| Participant deferral / active EE | $17,938 | $3,423+424.0% | $5,568+222.2% | $3,952+353.9% |
| Admin fee / account holder | $4,099 | $7,213-43.2% | $16,237-74.8% | $6,260-34.5% |