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 | $494,824 | $91,552+440.5% | $133,956+269.4% | $79,858+519.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 52.50% | 61.85%-9.3pp | 45.09%+7.4pp | 31.71%+20.8pp |
| Employer contribution / active EE | $14,739 | $2,384+518.4% | $3,919+276.1% | $2,471+496.5% |
| Participant deferral / active EE | $9,816 | $3,733+162.9% | $5,048+94.5% | $3,740+162.5% |
| Admin fee / account holder | $7,343 | $6,321+16.2% | $8,927-17.7% | $5,306+38.4% |