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 | $876,081 | $138,347+533.2% | $184,203+375.6% | $80,856+983.5% |
| Participation rate | 96.7% | 83.9%+12.8pp | 86.8%+9.8pp | 67.6%+29.0pp |
| Annual return | 23.11% | 20.02%+3.1pp | 28.81%-5.7pp | 35.59%-12.5pp |
| Employer contribution / active EE | $37,029 | $4,850+663.4% | $6,427+476.1% | $2,755+1244.1% |
| Participant deferral / active EE | $20,119 | $7,071+184.5% | $9,131+120.3% | $4,296+368.3% |
| Admin fee / account holder | $542,664 | $10,483+5076.4% | $13,901+3803.8% | $6,918+7744.3% |