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 4-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 | $335,789 | $159,602+110.4% | $150,045+123.8% | $142,382+135.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 13.90% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $19,519 | $4,961+293.5% | $4,693+315.9% | $4,299+354.0% |
| Participant deferral / active EE | $18,520 | $8,310+122.9% | $7,997+131.6% | $6,507+184.6% |
| Admin fee / account holder | $70,630 | $14,846+375.7% | $13,435+425.7% | $12,624+459.5% |