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 | $819,186 | $125,758+551.4% | $169,993+381.9% | $75,163+989.9% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.0%+9.0pp | 67.2%+28.8pp |
| Annual return | 18.14% | 27.20%-9.1pp | 53.37%-35.2pp | 160.62%-142.5pp |
| Employer contribution / active EE | $8,370 | $4,615+81.4% | $6,785+23.4% | $2,670+213.5% |
| Participant deferral / active EE | $23,058 | $6,837+237.2% | $10,408+121.6% | $4,125+459.0% |
| Admin fee / account holder | $69,775 | $8,173+753.7% | $12,815+444.5% | $5,651+1134.8% |