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 | $468,027 | $159,602+193.2% | $150,045+211.9% | $142,382+228.7% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 13.14% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $20,226 | $4,961+307.7% | $4,693+331.0% | $4,299+370.5% |
| Participant deferral / active EE | $17,349 | $8,310+108.8% | $7,997+116.9% | $6,507+166.6% |
| Admin fee / account holder | $21,916 | $14,846+47.6% | $13,435+63.1% | $12,624+73.6% |