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 | $702,486 | $105,181+567.9% | $159,436+340.6% | $85,850+718.3% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.8%+9.4pp | 69.3%+22.9pp |
| Annual return | 14.39% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $15,048 | $3,318+353.5% | $4,829+211.6% | $2,565+486.6% |
| Participant deferral / active EE | $11,061 | $5,945+86.1% | $7,352+50.4% | $3,952+179.9% |
| Admin fee / account holder | $48,145 | $6,933+594.4% | $10,799+345.8% | $6,260+669.1% |