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 | $504,736 | $148,534+239.8% | $135,903+271.4% | $139,434+262.0% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 15.02% | 79.19%-64.2pp | 68.23%-53.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $11,902 | $5,243+127.0% | $4,856+145.1% | $4,751+150.5% |
| Participant deferral / active EE | $14,120 | $8,100+74.3% | $7,758+82.0% | $6,710+110.4% |
| Admin fee / account holder | $169,860 | $12,400+1269.9% | $10,762+1478.3% | $11,403+1389.7% |