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 | $770,377 | $95,266+708.7% | $82,389+835.1% | $142,382+441.1% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 15.21% | 25.74%-10.5pp | 28.67%-13.5pp | 217.08%-201.9pp |
| Employer contribution / active EE | $17,877 | $2,991+497.7% | $2,517+610.2% | $4,299+315.8% |
| Participant deferral / active EE | $23,620 | $4,809+391.2% | $4,155+468.5% | $6,507+263.0% |
| Admin fee / account holder | $22,599 | $8,563+163.9% | $7,231+212.6% | $12,624+79.0% |