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 | $515,023 | $86,929+492.5% | $102,423+402.8% | $80,856+537.0% |
| Participation rate | 96.2% | 72.4%+23.9pp | 76.5%+19.7pp | 67.6%+28.6pp |
| Annual return | 13.81% | 18.88%-5.1pp | 29.32%-15.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $19,811 | $2,369+736.1% | $3,023+555.3% | $2,755+619.1% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $32,867 | $8,049+308.3% | $9,451+247.8% | $6,918+375.1% |