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 5-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 | $599,699 | $99,918+500.2% | $81,382+636.9% | $145,922+311.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.06% | 34.32%-22.3pp | 24.73%-12.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $14,422 | $2,978+384.3% | $2,463+485.6% | $4,660+209.5% |
| Participant deferral / active EE | $7,133 | $4,605+54.9% | $3,883+83.7% | $6,688+6.7% |
| Admin fee / account holder | $55,012 | $8,212+569.9% | $5,768+853.7% | $13,397+310.6% |