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 | $700,914 | $70,669+891.8% | $169,368+313.8% | $75,163+832.5% |
| Participation rate | 89.7% | 64.8%+24.9pp | 77.1%+12.5pp | 67.2%+22.5pp |
| Annual return | 17.88% | 36.36%-18.5pp | 405.60%-387.7pp | 160.62%-142.7pp |
| Employer contribution / active EE | $6,142 | $2,211+177.8% | $4,013+53.1% | $2,670+130.1% |
| Participant deferral / active EE | $8,850 | $4,311+105.3% | $6,221+42.2% | $4,125+114.5% |
| Admin fee / account holder | $7,339 | $5,402+35.8% | $9,003-18.5% | $5,651+29.9% |