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 | $622,110 | $105,181+491.5% | $159,436+290.2% | $85,850+624.7% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.8%+5.4pp | 69.3%+18.9pp |
| Annual return | 12.72% | 45.07%-32.4pp | 263.57%-250.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $8,416 | $3,318+153.6% | $4,829+74.3% | $2,565+228.1% |
| Participant deferral / active EE | $6,074 | $5,945+2.2% | $7,352-17.4% | $3,952+53.7% |
| Admin fee / account holder | $64,726 | $6,933+833.5% | $10,799+499.4% | $6,260+934.0% |