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 8-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 | $636,465 | $210,698+202.1% | $178,014+257.5% | $145,959+336.1% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 18.67% | 386.27%-367.6pp | 294.80%-276.1pp | 561.95%-543.3pp |
| Employer contribution / active EE | $7,602 | $4,567+66.4% | $3,950+92.4% | $4,661+63.1% |
| Participant deferral / active EE | $17,080 | $6,958+145.5% | $6,276+172.1% | $6,689+155.4% |
| Admin fee / account holder | $44,379 | $12,016+269.3% | $10,362+328.3% | $13,398+231.2% |