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 | $921,185 | $105,181+775.8% | $159,436+477.8% | $85,850+973.0% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.8%+9.8pp | 69.3%+23.3pp |
| Annual return | 328.75% | 45.07%+283.7pp | 263.57%+65.2pp | 318.53%+10.2pp |
| Employer contribution / active EE | $5,556 | $3,318+67.4% | $4,829+15.0% | $2,565+116.6% |
| Participant deferral / active EE | $9,410 | $5,945+58.3% | $7,352+28.0% | $3,952+138.1% |
| Admin fee / account holder | $81,643 | $6,933+1077.5% | $10,799+656.1% | $6,260+1204.2% |