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 | $279,216 | $98,750+182.8% | $149,696+86.5% | $79,858+249.6% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.5%+16.4pp | 69.6%+29.3pp |
| Annual return | 14.94% | 27.43%-12.5pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $10,439 | $3,216+224.6% | $4,644+124.8% | $2,471+322.5% |
| Participant deferral / active EE | $13,617 | $5,680+139.7% | $6,842+99.0% | $3,740+264.1% |
| Admin fee / account holder | $14,118 | $6,053+133.3% | $9,309+51.7% | $5,306+166.1% |