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 | $607,648 | $105,181+477.7% | $159,436+281.1% | $85,850+607.8% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.8%+7.5pp | 69.3%+21.0pp |
| Annual return | 23.70% | 45.07%-21.4pp | 263.57%-239.9pp | 318.53%-294.8pp |
| Employer contribution / active EE | $12,471 | $3,318+275.8% | $4,829+158.2% | $2,565+386.2% |
| Participant deferral / active EE | $6,094 | $5,945+2.5% | $7,352-17.1% | $3,952+54.2% |
| Admin fee / account holder | $6,980 | $6,933+0.7% | $10,799-35.4% | $6,260+11.5% |