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 | $287,282 | $46,732+514.7% | $156,549+83.5% | $55,167+420.8% |
| Participation rate | 99.1% | 65.8%+33.3pp | 84.0%+15.1pp | 69.0%+30.1pp |
| Annual return | 7.33% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $12,408 | $2,105+489.4% | $5,501+125.6% | $1,963+532.2% |
| Participant deferral / active EE | $9,274 | $2,204+320.7% | $4,871+90.4% | $3,054+203.7% |
| Admin fee / account holder | $43,934 | $418+10401.2% | $13,027+237.2% | $504+8618.9% |