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 | $751,293 | $105,181+614.3% | $159,436+371.2% | $85,850+775.1% |
| Participation rate | 97.5% | 75.8%+21.8pp | 82.8%+14.7pp | 69.3%+28.2pp |
| Annual return | 15.75% | 45.07%-29.3pp | 263.57%-247.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $10,563 | $3,318+218.3% | $4,829+118.7% | $2,565+311.8% |
| Participant deferral / active EE | $13,410 | $5,945+125.6% | $7,352+82.4% | $3,952+239.4% |
| Admin fee / account holder | $10,321 | $6,933+48.9% | $10,799-4.4% | $6,260+64.9% |