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 | $686,079 | $105,181+552.3% | $159,436+330.3% | $85,850+699.2% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.8%+7.8pp | 69.3%+21.3pp |
| Annual return | 17.08% | 45.07%-28.0pp | 263.57%-246.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $14,925 | $3,318+349.8% | $4,829+209.1% | $2,565+481.9% |
| Participant deferral / active EE | $17,457 | $5,945+193.7% | $7,352+137.4% | $3,952+341.8% |
| Admin fee / account holder | $25,983 | $6,933+274.8% | $10,799+140.6% | $6,260+315.1% |