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 | $602,557 | $109,881+448.4% | $150,045+301.6% | $84,808+610.5% |
| Participation rate | 90.8% | 76.1%+14.7pp | 82.3%+8.5pp | 68.3%+22.5pp |
| Annual return | 15.80% | 28.25%-12.4pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $22,477 | $3,561+531.2% | $4,693+378.9% | $2,631+754.3% |
| Participant deferral / active EE | $15,199 | $6,636+129.0% | $7,997+90.1% | $4,212+260.9% |
| Admin fee / account holder | $54,704 | $8,568+538.5% | $13,435+307.2% | $7,344+644.9% |