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 | $460,475 | $85,202+440.5% | $172,739+166.6% | $72,985+530.9% |
| Participation rate | 97.9% | 70.1%+27.8pp | 82.6%+15.2pp | 69.5%+28.4pp |
| Annual return | 28.86% | 27.32%+1.5pp | 802.84%-774.0pp | 81.00%-52.1pp |
| Employer contribution / active EE | $26,105 | $3,324+685.3% | $5,143+407.6% | $2,440+969.9% |
| Participant deferral / active EE | $16,292 | $3,260+399.7% | $5,198+213.5% | $3,607+351.6% |
| Admin fee / account holder | $26,231 | $5,884+345.8% | $13,954+88.0% | $5,124+411.9% |