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 | $483,646 | $157,256+207.6% | $141,162+242.6% | $152,861+216.4% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 20.39% | 64.32%-43.9pp | 71.39%-51.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $12,899 | $5,261+145.2% | $4,735+172.4% | $4,762+170.9% |
| Participant deferral / active EE | $14,664 | $7,109+106.3% | $6,709+118.6% | $5,850+150.7% |
| Admin fee / account holder | $16,832 | $12,120+38.9% | $10,261+64.0% | $11,596+45.1% |