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 | $772,098 | $159,602+383.8% | $150,045+414.6% | $142,382+442.3% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 17.95% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $14,383 | $4,961+189.9% | $4,693+206.5% | $4,299+234.6% |
| Participant deferral / active EE | $16,774 | $8,310+101.9% | $7,997+109.8% | $6,507+157.8% |
| Admin fee / account holder | $43,856 | $14,846+195.4% | $13,435+226.4% | $12,624+247.4% |