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 | $486,460 | $99,918+386.9% | $81,382+497.8% | $145,922+233.4% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 25.13% | 34.32%-9.2pp | 24.73%+0.4pp | 561.29%-536.2pp |
| Employer contribution / active EE | $3,008 | $2,978+1.0% | $2,463+22.2% | $4,660-35.4% |
| Participant deferral / active EE | $6,716 | $4,605+45.8% | $3,883+72.9% | $6,688+0.4% |
| Admin fee / account holder | $40,869 | $8,212+397.7% | $5,768+608.5% | $13,397+205.1% |