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 | $1,095,850 | $125,758+771.4% | $169,993+544.6% | $75,163+1358.0% |
| Participation rate | 96.8% | 83.6%+13.2pp | 87.0%+9.8pp | 67.2%+29.6pp |
| Annual return | 24.60% | 27.20%-2.6pp | 53.37%-28.8pp | 160.62%-136.0pp |
| Employer contribution / active EE | $21,733 | $4,615+371.0% | $6,785+220.3% | $2,670+714.0% |
| Participant deferral / active EE | $30,508 | $6,837+346.2% | $10,408+193.1% | $4,125+639.6% |
| Admin fee / account holder | $14,773 | $8,173+80.7% | $12,815+15.3% | $5,651+161.4% |