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 3-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 | $550,187 | $80,717+581.6% | $154,803+255.4% | $84,808+548.7% |
| Participation rate | 88.2% | 66.8%+21.4pp | 78.1%+10.2pp | 68.3%+19.9pp |
| Annual return | 15.16% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $26,184 | $2,761+848.2% | $4,305+508.2% | $2,631+895.2% |
| Participant deferral / active EE | $18,334 | $3,303+455.1% | $5,540+230.9% | $4,212+335.3% |
| Admin fee / account holder | $1,954 | $6,746-71.0% | $14,329-86.4% | $7,344-73.4% |