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 5-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 | $550,617 | $101,883+440.4% | $453,369+21.5% | $85,850+541.4% |
| Participation rate | 90.2% | 72.3%+18.0pp | 78.0%+12.2pp | 69.3%+20.9pp |
| Annual return | 12.67% | 25.38%-12.7pp | 64.40%-51.7pp | 318.53%-305.9pp |
| Employer contribution / active EE | $7,216 | $2,847+153.4% | $4,070+77.3% | $2,565+181.3% |
| Participant deferral / active EE | $13,856 | $4,782+189.8% | $6,209+123.2% | $3,952+250.6% |
| Admin fee / account holder | $27,073 | $5,706+374.5% | $11,209+141.5% | $6,260+332.5% |