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 | $755,104 | $81,460+827.0% | $103,333+630.7% | $80,856+833.9% |
| Participation rate | 98.5% | 66.8%+31.7pp | 74.5%+24.0pp | 67.6%+30.9pp |
| Annual return | 27.57% | 25.55%+2.0pp | 24.88%+2.7pp | 35.59%-8.0pp |
| Employer contribution / active EE | $10,730 | $3,105+245.6% | $3,868+177.4% | $2,755+289.5% |
| Participant deferral / active EE | $22,112 | $3,869+471.6% | $5,057+337.2% | $4,296+414.7% |
| Admin fee / account holder | $46,264 | $6,566+604.6% | $8,355+453.7% | $6,918+568.8% |