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 | $690,773 | $114,381+503.9% | $107,525+542.4% | $142,382+385.2% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 12.17% | 242.71%-230.5pp | 181.32%-169.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $10,786 | $4,015+168.7% | $3,754+187.4% | $4,299+150.9% |
| Participant deferral / active EE | $5,178 | $5,564-6.9% | $5,116+1.2% | $6,507-20.4% |
| Admin fee / account holder | $279,634 | $9,860+2736.0% | $8,919+3035.4% | $12,624+2115.2% |