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 | $871,689 | $80,717+979.9% | $154,803+463.1% | $84,808+927.8% |
| Participation rate | 88.5% | 66.8%+21.7pp | 78.1%+10.4pp | 68.3%+20.2pp |
| Annual return | 14.16% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $47,670 | $2,761+1626.4% | $4,305+1007.2% | $2,631+1711.9% |
| Participant deferral / active EE | $5,123 | $3,303+55.1% | $5,540-7.5% | $4,212+21.6% |
| Admin fee / account holder | $131,829 | $6,746+1854.3% | $14,329+820.0% | $7,344+1695.1% |