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 | $357,450 | $105,181+239.8% | $159,436+124.2% | $85,850+316.4% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.8%+10.7pp | 69.3%+24.2pp |
| Annual return | 18.23% | 45.07%-26.8pp | 263.57%-245.3pp | 318.53%-300.3pp |
| Employer contribution / active EE | $8,386 | $3,318+152.7% | $4,829+73.7% | $2,565+226.9% |
| Participant deferral / active EE | $9,598 | $5,945+61.5% | $7,352+30.5% | $3,952+142.9% |
| Admin fee / account holder | $14,470 | $6,933+108.7% | $10,799+34.0% | $6,260+131.2% |