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 | $663,579 | $93,571+609.2% | $135,903+388.3% | $75,163+782.8% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.9%+15.6pp | 67.2%+30.3pp |
| Annual return | 20.97% | 30.90%-9.9pp | 68.23%-47.3pp | 160.62%-139.6pp |
| Employer contribution / active EE | $10,009 | $3,537+183.0% | $4,856+106.1% | $2,670+274.9% |
| Participant deferral / active EE | $10,879 | $6,404+69.9% | $7,758+40.2% | $4,125+163.7% |
| Admin fee / account holder | $96,768 | $6,975+1287.3% | $10,762+799.2% | $5,651+1612.4% |