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 | $512,423 | $105,181+387.2% | $159,436+221.4% | $85,850+496.9% |
| Participation rate | 98.2% | 75.8%+22.5pp | 82.8%+15.4pp | 69.3%+28.9pp |
| Annual return | 14.86% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $16,952 | $3,318+410.9% | $4,829+251.0% | $2,565+560.9% |
| Participant deferral / active EE | $9,350 | $5,945+57.3% | $7,352+27.2% | $3,952+136.6% |
| Admin fee / account holder | $21,214 | $6,933+206.0% | $10,799+96.4% | $6,260+238.9% |