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 | $516,357 | $100,041+416.1% | $149,718+244.9% | $70,131+636.3% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.1%+9.6pp | 69.5%+27.1pp |
| Annual return | 17.27% | 27.43%-10.2pp | 1501.63%-1484.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $8,437 | $3,662+130.4% | $5,445+55.0% | $2,342+260.2% |
| Participant deferral / active EE | $18,769 | $4,983+276.7% | $6,569+185.7% | $3,332+463.3% |
| Admin fee / account holder | $16,768 | $8,286+102.4% | $11,283+48.6% | $4,645+261.0% |