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 | $491,152 | $89,355+449.7% | $141,162+247.9% | $72,985+573.0% |
| Participation rate | 90.3% | 75.1%+15.2pp | 82.5%+7.8pp | 69.5%+20.8pp |
| Annual return | 21.02% | 111.85%-90.8pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $9,616 | $3,114+208.8% | $4,735+103.1% | $2,440+294.1% |
| Participant deferral / active EE | $11,007 | $5,418+103.2% | $6,709+64.1% | $3,607+205.1% |
| Admin fee / account holder | $63,430 | $5,958+964.6% | $10,261+518.2% | $5,124+1137.8% |