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 | $628,040 | $117,841+433.0% | $102,423+513.2% | $145,922+330.4% |
| Participation rate | 93.8% | 78.6%+15.2pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 15.15% | 31.65%-16.5pp | 29.32%-14.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $8,961 | $3,615+147.9% | $3,023+196.4% | $4,660+92.3% |
| Participant deferral / active EE | $20,880 | $5,731+264.3% | $5,053+313.2% | $6,688+212.2% |
| Admin fee / account holder | $71,452 | $13,326+436.2% | $9,451+656.0% | $13,397+433.3% |