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 | $779,689 | $124,281+527.4% | $109,143+614.4% | $167,490+365.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 17.08% | 26.04%-9.0pp | 25.75%-8.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $5,209 | $4,207+23.8% | $3,722+40.0% | $4,837+7.7% |
| Participant deferral / active EE | $13,478 | $5,255+156.5% | $4,653+189.7% | $6,341+112.6% |
| Admin fee / account holder | $88,449 | $7,970+1009.8% | $6,752+1209.9% | $12,309+618.6% |