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 | $445,251 | $91,552+386.3% | $133,956+232.4% | $79,858+457.6% |
| Participation rate | 85.2% | 73.3%+11.8pp | 79.8%+5.3pp | 69.6%+15.6pp |
| Annual return | 13.92% | 61.85%-47.9pp | 45.09%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $14,229 | $2,384+497.0% | $3,919+263.1% | $2,471+475.9% |
| Participant deferral / active EE | $9,350 | $3,733+150.4% | $5,048+85.2% | $3,740+150.0% |
| Admin fee / account holder | $85,954 | $6,321+1259.9% | $8,927+862.8% | $5,306+1519.9% |