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 7-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 | $1,044,305 | $138,347+654.8% | $184,203+466.9% | $80,856+1191.6% |
| Participation rate | 98.2% | 83.9%+14.4pp | 86.8%+11.4pp | 67.6%+30.6pp |
| Annual return | 13.24% | 20.02%-6.8pp | 28.81%-15.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $17,988 | $4,850+270.8% | $6,427+179.9% | $2,755+552.9% |
| Participant deferral / active EE | $21,872 | $7,071+209.3% | $9,131+139.5% | $4,296+409.2% |
| Admin fee / account holder | $43,933 | $10,483+319.1% | $13,901+216.0% | $6,918+535.1% |