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 | $882,445 | $81,248+986.1% | $155,509+467.5% | $80,856+991.4% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.7pp |
| Annual return | 18.75% | 33.31%-14.6pp | 64.67%-45.9pp | 35.59%-16.8pp |
| Employer contribution / active EE | $27,165 | $3,100+776.2% | $4,672+481.4% | $2,755+886.1% |
| Participant deferral / active EE | $17,851 | $3,452+417.2% | $5,626+217.3% | $4,296+315.5% |
| Admin fee / account holder | $12,355 | $7,997+54.5% | $15,912-22.4% | $6,918+78.6% |