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 | $72,071+501.7% | $68,368+534.3% | $137,256+215.9% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.0%+13.4pp |
| Annual return | 13.32% | 353.14%-339.8pp | 292.57%-279.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $23,806 | $2,788+753.9% | $2,649+798.7% | $4,156+472.8% |
| Participant deferral / active EE | $16,365 | $4,410+271.1% | $4,123+296.9% | $6,407+155.4% |
| Admin fee / account holder | $78,263 | $5,336+1366.8% | $5,150+1419.7% | $12,270+537.8% |