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 | $661,165 | $74,888+782.9% | $71,209+828.5% | $142,382+364.4% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 18.47% | 345.14%-326.7pp | 282.51%-264.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $17,990 | $2,854+530.3% | $2,721+561.2% | $4,299+318.5% |
| Participant deferral / active EE | $17,990 | $4,454+303.9% | $4,175+330.9% | $6,507+176.5% |
| Admin fee / account holder | $10,214 | $5,568+83.4% | $5,349+91.0% | $12,624-19.1% |