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 | $522,257 | $105,181+396.5% | $159,436+227.6% | $85,850+508.3% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.8%+15.9pp | 69.3%+29.4pp |
| Annual return | 13.17% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $28,600 | $3,318+761.9% | $4,829+492.2% | $2,565+1015.0% |
| Participant deferral / active EE | $5,623 | $5,945-5.4% | $7,352-23.5% | $3,952+42.3% |
| Admin fee / account holder | $4,680 | $6,933-32.5% | $10,799-56.7% | $6,260-25.2% |