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 | $636,890 | $81,248+683.9% | $155,509+309.6% | $80,856+687.7% |
| Participation rate | 98.1% | 66.2%+31.8pp | 78.2%+19.9pp | 67.6%+30.4pp |
| Annual return | 16.10% | 33.31%-17.2pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $8,439 | $3,100+172.2% | $4,672+80.6% | $2,755+206.3% |
| Participant deferral / active EE | $24,929 | $3,452+622.3% | $5,626+343.1% | $4,296+480.3% |
| Admin fee / account holder | $35,052 | $7,997+338.3% | $15,912+120.3% | $6,918+406.7% |