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 | $417,769 | $112,096+272.7% | $95,952+335.4% | $158,922+162.9% |
| Participation rate | 93.8% | 79.0%+14.8pp | 77.1%+16.7pp | 82.0%+11.8pp |
| Annual return | 11.28% | 171.09%-159.8pp | 91.61%-80.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $10,354 | $3,198+223.8% | $2,541+307.5% | $4,761+117.5% |
| Participant deferral / active EE | $7,442 | $4,784+55.6% | $4,167+78.6% | $5,982+24.4% |
| Admin fee / account holder | $85,569 | $10,130+744.7% | $6,795+1159.2% | $11,246+660.9% |