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 | $469,088 | $74,888+526.4% | $71,209+558.7% | $142,382+229.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 14.70% | 345.14%-330.4pp | 282.51%-267.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $12,289 | $2,854+330.5% | $2,721+351.6% | $4,299+185.8% |
| Participant deferral / active EE | $16,336 | $4,454+266.7% | $4,175+291.3% | $6,507+151.1% |
| Admin fee / account holder | $27,717 | $5,568+397.8% | $5,349+418.2% | $12,624+119.6% |