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 | $425,403 | $105,181+304.4% | $159,436+166.8% | $85,850+395.5% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.8%+14.7pp | 69.3%+28.2pp |
| Annual return | 13.91% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.6pp |
| Employer contribution / active EE | $8,569 | $3,318+158.3% | $4,829+77.4% | $2,565+234.1% |
| Participant deferral / active EE | $9,578 | $5,945+61.1% | $7,352+30.3% | $3,952+142.4% |
| Admin fee / account holder | $34,994 | $6,933+404.7% | $10,799+224.1% | $6,260+459.0% |