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 | $437,192 | $137,414+218.2% | $189,513+130.7% | $85,850+409.3% |
| Participation rate | 96.2% | 84.6%+11.5pp | 87.8%+8.3pp | 69.3%+26.8pp |
| Annual return | 15.81% | 38.14%-22.3pp | 555.15%-539.3pp | 318.53%-302.7pp |
| Employer contribution / active EE | $14,006 | $4,344+222.4% | $6,162+127.3% | $2,565+446.0% |
| Participant deferral / active EE | $19,690 | $6,260+214.5% | $8,221+139.5% | $3,952+398.3% |
| Admin fee / account holder | $6,038 | $8,630-30.0% | $12,045-49.9% | $6,260-3.6% |