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 | $446,681 | $105,181+324.7% | $159,436+180.2% | $85,850+420.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 12.90% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $16,457 | $3,318+396.0% | $4,829+240.8% | $2,565+541.6% |
| Participant deferral / active EE | $11,216 | $5,945+88.7% | $7,352+52.6% | $3,952+183.8% |
| Admin fee / account holder | $94,983 | $6,933+1269.9% | $10,799+779.6% | $6,260+1417.3% |