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 | $503,886 | $137,414+266.7% | $189,513+165.9% | $85,850+486.9% |
| Participation rate | 97.6% | 84.6%+13.0pp | 87.8%+9.8pp | 69.3%+28.3pp |
| Annual return | 14.54% | 38.14%-23.6pp | 555.15%-540.6pp | 318.53%-304.0pp |
| Employer contribution / active EE | $9,656 | $4,344+122.3% | $6,162+56.7% | $2,565+276.4% |
| Participant deferral / active EE | $13,105 | $6,260+109.4% | $8,221+59.4% | $3,952+231.6% |
| Admin fee / account holder | $96,622 | $8,630+1019.7% | $12,045+702.2% | $6,260+1443.5% |