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 | $513,532 | $88,751+478.6% | $81,812+527.7% | $145,922+251.9% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.3%+22.4pp | 80.3%+14.5pp |
| Annual return | 18.06% | 1025.40%-1007.3pp | 773.79%-755.7pp | 561.29%-543.2pp |
| Employer contribution / active EE | $7,875 | $3,083+155.4% | $2,912+170.4% | $4,660+69.0% |
| Participant deferral / active EE | $15,577 | $4,643+235.5% | $4,319+260.7% | $6,688+132.9% |
| Admin fee / account holder | $19,269 | $8,415+129.0% | $7,386+160.9% | $13,397+43.8% |