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 | $645,367 | $75,828+751.1% | $147,614+337.2% | $59,632+982.2% |
| Participation rate | 87.3% | 71.6%+15.7pp | 84.6%+2.7pp | 68.7%+18.6pp |
| Annual return | 6.69% | 0.37%+6.3pp | 61.98%-55.3pp | 2041.28%-2034.6pp |
| Employer contribution / active EE | $33,115 | $3,485+850.3% | $5,564+495.1% | $2,203+1403.4% |
| Participant deferral / active EE | $14,708 | $3,130+369.8% | $4,895+200.4% | $3,192+360.8% |
| Admin fee / account holder | $11,865 | $5,985+98.2% | $11,611+2.2% | $4,297+176.1% |