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 | $685,742 | $105,181+552.0% | $159,436+330.1% | $85,850+698.8% |
| Participation rate | 91.8% | 75.8%+16.1pp | 82.8%+9.0pp | 69.3%+22.5pp |
| Annual return | 14.17% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $17,353 | $3,318+423.0% | $4,829+259.3% | $2,565+576.5% |
| Participant deferral / active EE | $10,910 | $5,945+83.5% | $7,352+48.4% | $3,952+176.1% |
| Admin fee / account holder | $9,955 | $6,933+43.6% | $10,799-7.8% | $6,260+59.0% |