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 | $793,400 | $93,571+747.9% | $135,903+483.8% | $75,163+955.6% |
| Participation rate | 88.6% | 75.2%+13.4pp | 81.9%+6.7pp | 67.2%+21.4pp |
| Annual return | 17.24% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $15,794 | $3,537+346.6% | $4,856+225.2% | $2,670+491.6% |
| Participant deferral / active EE | $11,775 | $6,404+83.9% | $7,758+51.8% | $4,125+185.4% |
| Admin fee / account holder | $23,876 | $6,975+242.3% | $10,762+121.9% | $5,651+322.5% |