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 | $475,160 | $137,414+245.8% | $189,513+150.7% | $85,850+453.5% |
| Participation rate | 97.2% | 84.6%+12.6pp | 87.8%+9.4pp | 69.3%+27.9pp |
| Annual return | 22.62% | 38.14%-15.5pp | 555.15%-532.5pp | 318.53%-295.9pp |
| Employer contribution / active EE | $19,556 | $4,344+350.2% | $6,162+217.4% | $2,565+662.4% |
| Participant deferral / active EE | $19,811 | $6,260+216.5% | $8,221+141.0% | $3,952+401.3% |
| Admin fee / account holder | $39,289 | $8,630+355.3% | $12,045+226.2% | $6,260+527.6% |