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 7-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 | $631,399 | $81,248+677.1% | $155,509+306.0% | $80,856+680.9% |
| Participation rate | 98.3% | 66.2%+32.0pp | 78.2%+20.1pp | 67.6%+30.6pp |
| Annual return | 27.58% | 33.31%-5.7pp | 64.67%-37.1pp | 35.59%-8.0pp |
| Employer contribution / active EE | $9,029 | $3,100+191.2% | $4,672+93.2% | $2,755+227.8% |
| Participant deferral / active EE | $16,900 | $3,452+389.6% | $5,626+200.4% | $4,296+293.4% |
| Admin fee / account holder | $119,542 | $7,997+1394.8% | $15,912+651.3% | $6,918+1628.0% |