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 | $547,872 | $91,190+500.8% | $178,490+206.9% | $79,858+586.1% |
| Participation rate | 77.4% | 69.2%+8.2pp | 81.9%-4.5pp | 69.6%+7.8pp |
| Annual return | 16.40% | 24.19%-7.8pp | 151.07%-134.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $11,262 | $3,256+245.9% | $5,011+124.8% | $2,471+355.8% |
| Participant deferral / active EE | $10,684 | $3,236+230.1% | $5,202+105.4% | $3,740+185.7% |
| Admin fee / account holder | $22,920 | $6,751+239.5% | $13,984+63.9% | $5,306+331.9% |