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 | $539,880 | $105,181+413.3% | $159,436+238.6% | $85,850+528.9% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.8%+9.8pp | 69.3%+23.3pp |
| Annual return | 15.42% | 45.07%-29.7pp | 263.57%-248.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $6,837 | $3,318+106.1% | $4,829+41.6% | $2,565+166.6% |
| Participant deferral / active EE | $11,181 | $5,945+88.1% | $7,352+52.1% | $3,952+182.9% |
| Admin fee / account holder | $48,954 | $6,933+606.1% | $10,799+353.3% | $6,260+682.0% |