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 | $433,629 | $74,888+479.0% | $71,209+509.0% | $142,382+204.6% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 13.32% | 345.14%-331.8pp | 282.51%-269.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $23,806 | $2,854+734.0% | $2,721+774.9% | $4,299+453.7% |
| Participant deferral / active EE | $16,365 | $4,454+267.4% | $4,175+292.0% | $6,507+151.5% |
| Admin fee / account holder | $78,263 | $5,568+1305.5% | $5,349+1363.2% | $12,624+520.0% |