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 | $373,884 | $76,000+392.0% | $154,107+142.6% | $64,186+482.5% |
| Participation rate | 98.3% | 70.4%+27.9pp | 83.0%+15.3pp | 69.6%+28.8pp |
| Annual return | 8.85% | 30.32%-21.5pp | 735.12%-726.3pp | 7.63%+1.2pp |
| Employer contribution / active EE | $18,905 | $3,351+464.2% | $5,298+256.9% | $2,381+694.1% |
| Participant deferral / active EE | $12,707 | $3,175+300.2% | $5,081+150.1% | $3,470+266.3% |
| Admin fee / account holder | $38,728 | $5,596+592.0% | $13,411+188.8% | $4,888+692.3% |