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 | $554,273 | $102,317+441.7% | $146,958+277.2% | $80,856+585.5% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 16.35% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.2pp |
| Employer contribution / active EE | $7,529 | $3,713+102.8% | $4,933+52.6% | $2,755+173.3% |
| Participant deferral / active EE | $15,785 | $6,644+137.6% | $8,070+95.6% | $4,296+267.5% |
| Admin fee / account holder | $20,435 | $7,941+157.3% | $12,998+57.2% | $6,918+195.4% |