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 | $875,917 | $81,248+978.1% | $155,509+463.3% | $80,856+983.3% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 17.25% | 33.31%-16.1pp | 64.67%-47.4pp | 35.59%-18.3pp |
| Employer contribution / active EE | $42,358 | $3,100+1266.3% | $4,672+806.5% | $2,755+1437.6% |
| Participant deferral / active EE | $24,859 | $3,452+620.2% | $5,626+341.9% | $4,296+478.7% |
| Admin fee / account holder | $16,642 | $7,997+108.1% | $15,912+4.6% | $6,918+140.6% |