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 | $489,962 | $202,432+142.0% | $169,368+189.3% | $139,434+251.4% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 21.15% | 531.74%-510.6pp | 405.60%-384.5pp | 372.94%-351.8pp |
| Employer contribution / active EE | $21,938 | $4,692+367.5% | $4,013+446.7% | $4,751+361.8% |
| Participant deferral / active EE | $20,312 | $6,938+192.8% | $6,221+226.5% | $6,710+202.7% |
| Admin fee / account holder | $30,612 | $10,708+185.9% | $9,003+240.0% | $11,403+168.5% |