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 | $476,969 | $88,672+437.9% | $105,223+353.3% | $82,448+478.5% |
| Participation rate | 93.9% | 67.9%+26.0pp | 75.0%+18.9pp | 68.1%+25.9pp |
| Annual return | 13.39% | 30.86%-17.5pp | 180.65%-167.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $5,017 | $3,048+64.6% | $3,689+36.0% | $2,551+96.7% |
| Participant deferral / active EE | $23,967 | $4,036+493.8% | $5,072+372.6% | $4,139+479.0% |
| Admin fee / account holder | $41,926 | $7,146+486.7% | $8,859+373.3% | $7,234+479.5% |