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 | $699,103 | $125,758+455.9% | $169,993+311.3% | $75,163+830.1% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.0%+9.7pp | 67.2%+29.5pp |
| Annual return | 26.66% | 27.20%-0.5pp | 53.37%-26.7pp | 160.62%-134.0pp |
| Employer contribution / active EE | $23,116 | $4,615+400.9% | $6,785+240.7% | $2,670+765.8% |
| Participant deferral / active EE | $17,634 | $6,837+157.9% | $10,408+69.4% | $4,125+327.5% |
| Admin fee / account holder | $17,114 | $8,173+109.4% | $12,815+33.5% | $5,651+202.9% |