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 | $460,047 | $105,181+337.4% | $159,436+188.5% | $85,850+435.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.65% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $11,025 | $3,318+232.2% | $4,829+128.3% | $2,565+329.8% |
| Participant deferral / active EE | $14,674 | $5,945+146.8% | $7,352+99.6% | $3,952+271.3% |
| Admin fee / account holder | $30,852 | $6,933+345.0% | $10,799+185.7% | $6,260+392.9% |