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 | $347,755 | $105,181+230.6% | $159,436+118.1% | $85,850+305.1% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.1pp | 69.3%+27.6pp |
| Annual return | 14.79% | 45.07%-30.3pp | 263.57%-248.8pp | 318.53%-303.7pp |
| Employer contribution / active EE | $12,089 | $3,318+264.3% | $4,829+150.3% | $2,565+371.3% |
| Participant deferral / active EE | $11,565 | $5,945+94.5% | $7,352+57.3% | $3,952+192.7% |
| Admin fee / account holder | $57,112 | $6,933+723.7% | $10,799+428.9% | $6,260+812.3% |