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 | $775,967 | $137,414+464.7% | $189,513+309.5% | $85,850+803.9% |
| Participation rate | 96.5% | 84.6%+11.9pp | 87.8%+8.7pp | 69.3%+27.2pp |
| Annual return | 17.22% | 38.14%-20.9pp | 555.15%-537.9pp | 318.53%-301.3pp |
| Employer contribution / active EE | $17,430 | $4,344+301.2% | $6,162+182.9% | $2,565+579.5% |
| Participant deferral / active EE | $17,955 | $6,260+186.8% | $8,221+118.4% | $3,952+354.4% |
| Admin fee / account holder | $37,179 | $8,630+330.8% | $12,045+208.7% | $6,260+493.9% |