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 | $395,802 | $125,758+214.7% | $169,993+132.8% | $75,163+426.6% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.0%+1.9pp | 67.2%+21.7pp |
| Annual return | 17.39% | 27.20%-9.8pp | 53.37%-36.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $11,844 | $4,615+156.7% | $6,785+74.6% | $2,670+343.6% |
| Participant deferral / active EE | $17,376 | $6,837+154.1% | $10,408+67.0% | $4,125+321.2% |
| Admin fee / account holder | $35,365 | $8,173+332.7% | $12,815+176.0% | $5,651+525.8% |