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 | $841,066 | $105,181+699.6% | $159,436+427.5% | $85,850+879.7% |
| Participation rate | 70.5% | 75.8%-5.3pp | 82.8%-12.4pp | 69.3%+1.1pp |
| Annual return | 15.69% | 45.07%-29.4pp | 263.57%-247.9pp | 318.53%-302.8pp |
| Employer contribution / active EE | $9,402 | $3,318+183.3% | $4,829+94.7% | $2,565+266.5% |
| Participant deferral / active EE | $11,035 | $5,945+85.6% | $7,352+50.1% | $3,952+179.2% |
| Admin fee / account holder | $70,731 | $6,933+920.2% | $10,799+555.0% | $6,260+1029.9% |