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 | $620,169 | $65,409+848.1% | $98,442+530.0% | $85,850+622.4% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.3%+26.7pp |
| Annual return | 19.63% | 21.76%-2.1pp | 1492.73%-1473.1pp | 318.53%-298.9pp |
| Employer contribution / active EE | $4,828 | $2,168+122.7% | $2,960+63.1% | $2,565+88.2% |
| Participant deferral / active EE | $13,499 | $3,166+326.3% | $4,276+215.7% | $3,952+241.6% |
| Admin fee / account holder | $18,139 | $4,593+295.0% | $5,949+204.9% | $6,260+189.8% |