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 | $619,773 | $78,672+687.8% | $109,143+467.9% | $85,850+621.9% |
| Participation rate | 87.9% | 68.3%+19.6pp | 75.9%+12.0pp | 69.3%+18.6pp |
| Annual return | 14.89% | 25.09%-10.2pp | 25.75%-10.9pp | 318.53%-303.6pp |
| Employer contribution / active EE | $9,425 | $2,735+244.7% | $3,722+153.2% | $2,565+267.5% |
| Participant deferral / active EE | $4,816 | $3,467+38.9% | $4,653+3.5% | $3,952+21.9% |
| Admin fee / account holder | $12,591 | $5,469+130.2% | $6,752+86.5% | $6,260+101.1% |