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 | $567,616 | $95,416+494.9% | $185,823+205.5% | $85,850+561.2% |
| Participation rate | 88.0% | 68.8%+19.3pp | 81.7%+6.3pp | 69.3%+18.7pp |
| Annual return | 21.71% | 23.59%-1.9pp | 122.05%-100.3pp | 318.53%-296.8pp |
| Employer contribution / active EE | $35,426 | $3,314+969.1% | $5,167+585.6% | $2,565+1281.1% |
| Participant deferral / active EE | $15,431 | $3,423+350.8% | $5,568+177.2% | $3,952+290.5% |
| Admin fee / account holder | $44,667 | $7,213+519.3% | $16,237+175.1% | $6,260+613.5% |