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 | $479,522 | $125,758+281.3% | $169,993+182.1% | $75,163+538.0% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.0%+1.9pp | 67.2%+21.7pp |
| Annual return | 22.41% | 27.20%-4.8pp | 53.37%-31.0pp | 160.62%-138.2pp |
| Employer contribution / active EE | $5,274 | $4,615+14.3% | $6,785-22.3% | $2,670+97.6% |
| Participant deferral / active EE | $17,027 | $6,837+149.0% | $10,408+63.6% | $4,125+312.8% |
| Admin fee / account holder | $7,173 | $8,173-12.2% | $12,815-44.0% | $5,651+26.9% |