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 | $605,772 | $95,416+534.9% | $185,823+226.0% | $85,850+605.6% |
| Participation rate | 92.6% | 68.8%+23.8pp | 81.7%+10.9pp | 69.3%+23.3pp |
| Annual return | 13.15% | 23.59%-10.4pp | 122.05%-108.9pp | 318.53%-305.4pp |
| Employer contribution / active EE | $35,000 | $3,314+956.2% | $5,167+577.3% | $2,565+1264.5% |
| Participant deferral / active EE | $20,524 | $3,423+499.5% | $5,568+268.6% | $3,952+419.4% |
| Admin fee / account holder | $47,460 | $7,213+558.0% | $16,237+192.3% | $6,260+658.2% |