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 | $612,875 | $95,416+542.3% | $185,823+229.8% | $85,850+613.9% |
| Participation rate | 97.6% | 68.8%+28.9pp | 81.7%+15.9pp | 69.3%+28.3pp |
| Annual return | 12.75% | 23.59%-10.8pp | 122.05%-109.3pp | 318.53%-305.8pp |
| Employer contribution / active EE | $19,960 | $3,314+502.4% | $5,167+286.3% | $2,565+678.1% |
| Participant deferral / active EE | $14,974 | $3,423+337.4% | $5,568+168.9% | $3,952+278.9% |
| Admin fee / account holder | $78,078 | $7,213+982.5% | $16,237+380.9% | $6,260+1147.3% |