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 | $499,268 | $105,181+374.7% | $159,436+213.1% | $85,850+481.6% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.8pp | 69.3%+27.4pp |
| Annual return | 12.75% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $6,790 | $3,318+104.6% | $4,829+40.6% | $2,565+164.7% |
| Participant deferral / active EE | $8,427 | $5,945+41.8% | $7,352+14.6% | $3,952+113.3% |
| Admin fee / account holder | $13,843 | $6,933+99.7% | $10,799+28.2% | $6,260+121.1% |