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 | $759,355 | $91,037+734.1% | $71,671+959.5% | $147,584+414.5% |
| Participation rate | 93.3% | 76.1%+17.2pp | 68.7%+24.6pp | 82.8%+10.5pp |
| Annual return | 15.55% | 20.48%-4.9pp | 20.65%-5.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $3,776 | $3,327+13.5% | $2,460+53.5% | $4,876-22.6% |
| Participant deferral / active EE | $7,920 | $4,498+76.1% | $3,438+130.4% | $5,439+45.6% |
| Admin fee / account holder | $76,335 | $8,613+786.3% | $5,558+1273.3% | $10,885+601.3% |