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 | $455,789 | $57,354+694.7% | $83,848+443.6% | $64,186+610.1% |
| Participation rate | 97.9% | 68.6%+29.3pp | 76.1%+21.7pp | 69.6%+28.3pp |
| Annual return | 71.45% | 11.38%+60.1pp | 850.88%-779.4pp | 7.63%+63.8pp |
| Employer contribution / active EE | $9,453 | $2,545+271.4% | $3,631+160.4% | $2,381+297.0% |
| Participant deferral / active EE | $5,444 | $2,993+81.9% | $4,082+33.4% | $3,470+56.9% |
| Admin fee / account holder | $32,782 | $4,046+710.3% | $5,478+498.4% | $4,888+570.7% |