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 8-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 | $1,249,493 | $137,414+809.3% | $189,513+559.3% | $85,850+1355.4% |
| Participation rate | 96.0% | 84.6%+11.4pp | 87.8%+8.2pp | 69.3%+26.7pp |
| Annual return | 19.36% | 38.14%-18.8pp | 555.15%-535.8pp | 318.53%-299.2pp |
| Employer contribution / active EE | $28,626 | $4,344+558.9% | $6,162+364.6% | $2,565+1016.0% |
| Participant deferral / active EE | $15,168 | $6,260+142.3% | $8,221+84.5% | $3,952+283.8% |
| Admin fee / account holder | $565 | $8,630-93.5% | $12,045-95.3% | $6,260-91.0% |