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 | $424,763 | $125,758+237.8% | $169,993+149.9% | $75,163+465.1% |
| Participation rate | 95.3% | 83.6%+11.8pp | 87.0%+8.3pp | 67.2%+28.2pp |
| Annual return | 22.58% | 27.20%-4.6pp | 53.37%-30.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $41,330 | $4,615+795.6% | $6,785+509.1% | $2,670+1448.1% |
| Participant deferral / active EE | $23,110 | $6,837+238.0% | $10,408+122.1% | $4,125+460.2% |
| Admin fee / account holder | $884 | $8,173-89.2% | $12,815-93.1% | $5,651-84.4% |