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 | $586,248 | $109,413+435.8% | $156,263+275.2% | $84,808+591.3% |
| Participation rate | 92.5% | 72.7%+19.8pp | 78.9%+13.6pp | 68.3%+24.2pp |
| Annual return | 26.86% | 20.18%+6.7pp | 59.47%-32.6pp | 40.90%-14.0pp |
| Employer contribution / active EE | $13,225 | $2,907+354.9% | $4,333+205.2% | $2,631+402.7% |
| Participant deferral / active EE | $8,160 | $4,590+77.8% | $6,158+32.5% | $4,212+93.7% |
| Admin fee / account holder | $29,547 | $9,357+215.8% | $14,255+107.3% | $7,344+302.3% |