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 | $857,084 | $82,664+936.8% | $125,339+583.8% | $68,494+1151.3% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+12.9pp | 67.9%+27.4pp |
| Annual return | 7.37% | -5.97%+13.3pp | 572.05%-564.7pp | -7.84%+15.2pp |
| Employer contribution / active EE | $19,205 | $3,381+468.0% | $4,814+299.0% | $2,596+639.7% |
| Participant deferral / active EE | $12,361 | $6,110+102.3% | $7,446+66.0% | $4,027+206.9% |
| Admin fee / account holder | $2,513 | $6,275-60.0% | $10,010-74.9% | $5,403-53.5% |