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 | $791,718 | $59,839+1223.1% | $81,983+865.7% | $79,858+891.4% |
| Participation rate | 95.2% | 61.6%+33.6pp | 69.2%+26.0pp | 69.6%+25.6pp |
| Annual return | 11.46% | 17.56%-6.1pp | 41.31%-29.8pp | 31.71%-20.3pp |
| Employer contribution / active EE | $36,442 | $1,713+2026.8% | $2,498+1358.9% | $2,471+1374.9% |
| Participant deferral / active EE | $13,127 | $2,695+387.0% | $3,722+252.7% | $3,740+251.0% |
| Admin fee / account holder | $109,906 | $4,287+2463.5% | $5,664+1840.5% | $5,306+1971.2% |