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 | $513,040 | $105,181+387.8% | $159,436+221.8% | $85,850+497.6% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.8%+4.9pp | 69.3%+18.4pp |
| Annual return | 16.40% | 45.07%-28.7pp | 263.57%-247.2pp | 318.53%-302.1pp |
| Employer contribution / active EE | $6,429 | $3,318+93.8% | $4,829+33.1% | $2,565+150.7% |
| Participant deferral / active EE | $14,432 | $5,945+142.8% | $7,352+96.3% | $3,952+265.2% |
| Admin fee / account holder | $50,424 | $6,933+627.3% | $10,799+367.0% | $6,260+705.5% |