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 | $528,338 | $81,248+550.3% | $155,509+239.7% | $80,856+553.4% |
| Participation rate | 95.9% | 66.2%+29.7pp | 78.2%+17.7pp | 67.6%+28.3pp |
| Annual return | 17.67% | 33.31%-15.6pp | 64.67%-47.0pp | 35.59%-17.9pp |
| Employer contribution / active EE | $35,179 | $3,100+1034.7% | $4,672+652.9% | $2,755+1177.0% |
| Participant deferral / active EE | $14,020 | $3,452+306.2% | $5,626+149.2% | $4,296+226.4% |
| Admin fee / account holder | $22,406 | $7,997+180.2% | $15,912+40.8% | $6,918+223.9% |