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 | $681,124 | $47,479+1334.6% | $62,929+982.4% | $82,448+726.1% |
| Participation rate | 85.3% | 66.9%+18.4pp | 73.1%+12.2pp | 68.1%+17.2pp |
| Annual return | 25.83% | 20.34%+5.5pp | 1063.93%-1038.1pp | 41.64%-15.8pp |
| Employer contribution / active EE | $5,863 | $1,885+211.0% | $2,505+134.1% | $2,551+129.8% |
| Participant deferral / active EE | $11,062 | $2,870+285.4% | $3,888+184.5% | $4,139+167.2% |
| Admin fee / account holder | $40,206 | $3,804+957.0% | $5,065+693.9% | $7,234+455.8% |