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 | $479,962 | $93,373+414.0% | $152,466+214.8% | $85,850+459.1% |
| Participation rate | 87.5% | 70.1%+17.4pp | 78.2%+9.3pp | 69.3%+18.2pp |
| Annual return | 15.41% | 21.84%-6.4pp | 757.33%-741.9pp | 318.53%-303.1pp |
| Employer contribution / active EE | $8,407 | $2,996+180.6% | $4,327+94.3% | $2,565+227.7% |
| Participant deferral / active EE | $10,840 | $4,550+138.2% | $5,820+86.2% | $3,952+174.3% |
| Admin fee / account holder | $54,646 | $13,853+294.5% | $15,805+245.7% | $6,260+773.0% |