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 | $566,437 | $209,411+170.5% | $178,490+217.4% | $158,922+256.4% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 14.38% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $15,890 | $5,706+178.5% | $5,011+217.1% | $4,761+233.7% |
| Participant deferral / active EE | $9,549 | $5,954+60.4% | $5,202+83.6% | $5,982+59.6% |
| Admin fee / account holder | $311 | $17,074-98.2% | $13,984-97.8% | $11,246-97.2% |