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 | $526,693 | $102,317+414.8% | $146,958+258.4% | $80,856+551.4% |
| Participation rate | 97.7% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 14.46% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $10,769 | $3,713+190.0% | $4,933+118.3% | $2,755+290.9% |
| Participant deferral / active EE | $11,201 | $6,644+68.6% | $8,070+38.8% | $4,296+160.8% |
| Admin fee / account holder | $12,639 | $7,941+59.2% | $12,998-2.8% | $6,918+82.7% |