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 | $446,728 | $81,248+449.8% | $155,509+187.3% | $80,856+452.5% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.6%+22.4pp |
| Annual return | 12.33% | 33.31%-21.0pp | 64.67%-52.3pp | 35.59%-23.3pp |
| Employer contribution / active EE | $15,329 | $3,100+394.4% | $4,672+228.1% | $2,755+456.5% |
| Participant deferral / active EE | $7,608 | $3,452+120.4% | $5,626+35.2% | $4,296+77.1% |
| Admin fee / account holder | $4,919 | $7,997-38.5% | $15,912-69.1% | $6,918-28.9% |