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 | $411,263 | $148,978+176.1% | $200,582+105.0% | $84,808+384.9% |
| Participation rate | 95.1% | 84.2%+10.9pp | 86.9%+8.2pp | 68.3%+26.8pp |
| Annual return | 53.95% | 28.16%+25.8pp | 42.33%+11.6pp | 40.90%+13.1pp |
| Employer contribution / active EE | $20,856 | $4,815+333.1% | $6,419+224.9% | $2,631+692.7% |
| Participant deferral / active EE | $18,276 | $7,142+155.9% | $9,331+95.9% | $4,212+333.9% |
| Admin fee / account holder | $45,212 | $13,977+223.5% | $16,305+177.3% | $7,344+515.6% |