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 | $945,979 | $105,181+799.4% | $159,436+493.3% | $85,850+1001.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 13.60% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-304.9pp |
| Employer contribution / active EE | $2,477 | $3,318-25.3% | $4,829-48.7% | $2,565-3.4% |
| Participant deferral / active EE | $11,527 | $5,945+93.9% | $7,352+56.8% | $3,952+191.7% |
| Admin fee / account holder | $12,655 | $6,933+82.5% | $10,799+17.2% | $6,260+102.2% |