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 | $672,737 | $91,037+639.0% | $71,671+838.6% | $147,584+355.8% |
| Participation rate | 78.6% | 76.1%+2.4pp | 68.7%+9.8pp | 82.8%-4.3pp |
| Annual return | 29.28% | 20.48%+8.8pp | 20.65%+8.6pp | 578.55%-549.3pp |
| Employer contribution / active EE | $11,735 | $3,327+252.7% | $2,460+377.1% | $4,876+140.6% |
| Participant deferral / active EE | $12,648 | $4,498+181.2% | $3,438+267.9% | $5,439+132.6% |
| Admin fee / account holder | $360 | $8,613-95.8% | $5,558-93.5% | $10,885-96.7% |