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 | $658,673 | $89,355+637.1% | $141,162+366.6% | $72,985+802.5% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 19.72% | 111.85%-92.1pp | 71.39%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $10,695 | $3,114+243.4% | $4,735+125.9% | $2,440+338.4% |
| Participant deferral / active EE | $10,171 | $5,418+87.7% | $6,709+51.6% | $3,607+181.9% |
| Admin fee / account holder | $45,871 | $5,958+669.9% | $10,261+347.0% | $5,124+795.2% |