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 | $544,190 | $98,750+451.1% | $149,696+263.5% | $79,858+581.4% |
| Participation rate | 94.2% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.6pp |
| Annual return | 13.08% | 27.43%-14.3pp | 276.60%-263.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $10,915 | $3,216+239.4% | $4,644+135.0% | $2,471+341.8% |
| Participant deferral / active EE | $13,880 | $5,680+144.4% | $6,842+102.9% | $3,740+271.1% |
| Admin fee / account holder | $37,247 | $6,053+515.4% | $9,309+300.1% | $5,306+601.9% |