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 | $922,725 | $95,416+867.1% | $185,823+396.6% | $85,850+974.8% |
| Participation rate | 97.8% | 68.8%+29.0pp | 81.7%+16.1pp | 69.3%+28.5pp |
| Annual return | 15.09% | 23.59%-8.5pp | 122.05%-107.0pp | 318.53%-303.4pp |
| Employer contribution / active EE | $28,588 | $3,314+762.7% | $5,167+453.3% | $2,565+1014.5% |
| Participant deferral / active EE | $10,285 | $3,423+200.4% | $5,568+84.7% | $3,952+160.3% |
| Admin fee / account holder | $57,781 | $7,213+701.1% | $16,237+255.9% | $6,260+823.0% |