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 | $515,002 | $96,305+434.8% | $80,569+539.2% | $139,434+269.4% |
| Participation rate | 82.4% | 73.6%+8.7pp | 67.0%+15.4pp | 80.3%+2.0pp |
| Annual return | 13.66% | 1350.08%-1336.4pp | 935.43%-921.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,850 | $3,262-43.3% | $2,723-32.1% | $4,751-61.1% |
| Participant deferral / active EE | $11,521 | $5,232+120.2% | $4,447+159.0% | $6,710+71.7% |
| Admin fee / account holder | $14,632 | $6,599+121.7% | $5,377+172.1% | $11,403+28.3% |