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 | $567,285 | $122,239+364.1% | $184,203+208.0% | $74,495+661.5% |
| Participation rate | 90.1% | 85.5%+4.6pp | 86.8%+3.3pp | 67.2%+22.9pp |
| Annual return | 21.10% | 19.95%+1.1pp | 28.81%-7.7pp | 1364.94%-1343.8pp |
| Employer contribution / active EE | $28,782 | $4,537+534.3% | $6,427+347.8% | $2,623+997.3% |
| Participant deferral / active EE | $16,186 | $7,139+126.7% | $9,131+77.3% | $4,346+272.5% |
| Admin fee / account holder | $19,116 | $1,260+1417.5% | $13,901+37.5% | $1,942+884.5% |