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 | $788,445 | $105,181+649.6% | $159,436+394.5% | $85,850+818.4% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 12.77% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $18,220 | $3,318+449.1% | $4,829+277.3% | $2,565+610.3% |
| Participant deferral / active EE | $14,475 | $5,945+143.5% | $7,352+96.9% | $3,952+266.3% |
| Admin fee / account holder | $9,840 | $6,933+41.9% | $10,799-8.9% | $6,260+57.2% |