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 | $588,401 | $102,317+475.1% | $146,958+300.4% | $80,856+627.7% |
| Participation rate | 79.6% | 75.8%+3.8pp | 82.2%-2.6pp | 67.6%+12.0pp |
| Annual return | 19.34% | 134.76%-115.4pp | 418.34%-399.0pp | 35.59%-16.3pp |
| Employer contribution / active EE | $27,094 | $3,713+629.7% | $4,933+449.3% | $2,755+883.5% |
| Participant deferral / active EE | $16,983 | $6,644+155.6% | $8,070+110.4% | $4,296+295.3% |
| Admin fee / account holder | $11,586 | $7,941+45.9% | $12,998-10.9% | $6,918+67.5% |