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 | $754,819 | $103,376+630.2% | $87,100+766.6% | $152,861+393.8% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 19.20% | 28.10%-8.9pp | 28.19%-9.0pp | 345.32%-326.1pp |
| Employer contribution / active EE | $9,239 | $3,220+186.9% | $2,521+266.4% | $4,762+94.0% |
| Participant deferral / active EE | $5,210 | $4,778+9.0% | $4,049+28.7% | $5,850-11.0% |
| Admin fee / account holder | $17,360 | $12,205+42.2% | $7,497+131.6% | $11,596+49.7% |