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 | $512,283 | $137,414+272.8% | $189,513+170.3% | $85,850+496.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 87.8%-7.8pp | 69.3%+10.7pp |
| Annual return | 20.67% | 38.14%-17.5pp | 555.15%-534.5pp | 318.53%-297.9pp |
| Employer contribution / active EE | $3,501 | $4,344-19.4% | $6,162-43.2% | $2,565+36.5% |
| Participant deferral / active EE | $10,520 | $6,260+68.1% | $8,221+28.0% | $3,952+166.2% |
| Admin fee / account holder | $24,254 | $8,630+181.1% | $12,045+101.4% | $6,260+287.5% |