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 | $586,751 | $239,571+144.9% | $183,328+220.1% | $137,256+327.5% |
| Participation rate | 91.7% | 82.4%+9.3pp | 77.3%+14.3pp | 80.0%+11.7pp |
| Annual return | 15.76% | 35.69%-19.9pp | 29.67%-13.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $11,807 | $6,148+92.1% | $5,055+133.6% | $4,156+184.1% |
| Participant deferral / active EE | $18,414 | $7,995+130.3% | $6,795+171.0% | $6,407+187.4% |
| Admin fee / account holder | $72,750 | $30,059+142.0% | $21,427+239.5% | $12,270+492.9% |