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 | $572,045 | $105,181+443.9% | $159,436+258.8% | $85,850+566.3% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.8%+11.5pp | 69.3%+25.0pp |
| Annual return | 16.83% | 45.07%-28.2pp | 263.57%-246.7pp | 318.53%-301.7pp |
| Employer contribution / active EE | $14,043 | $3,318+323.2% | $4,829+190.8% | $2,565+447.5% |
| Participant deferral / active EE | $13,549 | $5,945+127.9% | $7,352+84.3% | $3,952+242.9% |
| Admin fee / account holder | $41,514 | $6,933+498.8% | $10,799+284.4% | $6,260+563.2% |