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 | $48,795+1295.9% | $65,493+940.0% | $84,808+703.1% |
| Participation rate | 85.3% | 67.0%+18.3pp | 73.1%+12.2pp | 68.3%+17.0pp |
| Annual return | 25.83% | 20.20%+5.6pp | 982.45%-956.6pp | 40.90%-15.1pp |
| Employer contribution / active EE | $5,863 | $1,930+203.8% | $2,574+127.8% | $2,631+122.8% |
| Participant deferral / active EE | $11,062 | $2,928+277.7% | $3,961+179.3% | $4,212+162.7% |
| Admin fee / account holder | $40,206 | $3,877+937.0% | $5,028+699.6% | $7,344+447.5% |