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 | $461,573 | $105,181+338.8% | $159,436+189.5% | $85,850+437.7% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.8%+10.2pp | 69.3%+23.7pp |
| Annual return | 15.13% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $3,593 | $3,318+8.3% | $4,829-25.6% | $2,565+40.1% |
| Participant deferral / active EE | $12,934 | $5,945+117.6% | $7,352+75.9% | $3,952+227.3% |
| Admin fee / account holder | $26,413 | $6,933+281.0% | $10,799+144.6% | $6,260+321.9% |