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 | $624,302 | $93,571+567.2% | $135,903+359.4% | $75,163+730.6% |
| Participation rate | 93.3% | 75.2%+18.2pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 19.19% | 30.90%-11.7pp | 68.23%-49.0pp | 160.62%-141.4pp |
| Employer contribution / active EE | $14,930 | $3,537+322.2% | $4,856+207.4% | $2,670+459.2% |
| Participant deferral / active EE | $11,337 | $6,404+77.0% | $7,758+46.1% | $4,125+174.8% |
| Admin fee / account holder | $83,849 | $6,975+1102.1% | $10,762+679.1% | $5,651+1383.8% |