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 | $445,737 | $125,758+254.4% | $169,993+162.2% | $75,163+493.0% |
| Participation rate | 98.4% | 83.6%+14.8pp | 87.0%+11.4pp | 67.2%+31.2pp |
| Annual return | 20.97% | 27.20%-6.2pp | 53.37%-32.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $12,186 | $4,615+164.1% | $6,785+79.6% | $2,670+356.4% |
| Participant deferral / active EE | $11,257 | $6,837+64.6% | $10,408+8.2% | $4,125+172.9% |
| Admin fee / account holder | $25,912 | $8,173+217.0% | $12,815+102.2% | $5,651+358.5% |