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 | $461,026 | $105,181+338.3% | $159,436+189.2% | $85,850+437.0% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.8%+15.9pp | 69.3%+29.4pp |
| Annual return | 13.59% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-304.9pp |
| Employer contribution / active EE | $8,002 | $3,318+141.2% | $4,829+65.7% | $2,565+212.0% |
| Participant deferral / active EE | $10,789 | $5,945+81.5% | $7,352+46.7% | $3,952+173.0% |
| Admin fee / account holder | $38,598 | $6,933+456.7% | $10,799+257.4% | $6,260+516.6% |