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 | $614,311 | $137,414+347.1% | $189,513+224.2% | $85,850+615.6% |
| Participation rate | 96.2% | 84.6%+11.5pp | 87.8%+8.3pp | 69.3%+26.8pp |
| Annual return | 21.15% | 38.14%-17.0pp | 555.15%-534.0pp | 318.53%-297.4pp |
| Employer contribution / active EE | $16,197 | $4,344+272.8% | $6,162+162.9% | $2,565+531.5% |
| Participant deferral / active EE | $14,991 | $6,260+139.5% | $8,221+82.3% | $3,952+279.4% |
| Admin fee / account holder | $22,272 | $8,630+158.1% | $12,045+84.9% | $6,260+255.8% |