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 | $428,859 | $105,181+307.7% | $159,436+169.0% | $85,850+399.5% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.8%+6.4pp | 69.3%+19.9pp |
| Annual return | 14.70% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $3,096 | $3,318-6.7% | $4,829-35.9% | $2,565+20.7% |
| Participant deferral / active EE | $15,968 | $5,945+168.6% | $7,352+117.2% | $3,952+304.1% |
| Admin fee / account holder | $41,511 | $6,933+498.7% | $10,799+284.4% | $6,260+563.1% |