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 | $509,229 | $137,414+270.6% | $189,513+168.7% | $85,850+493.2% |
| Participation rate | 98.7% | 84.6%+14.1pp | 87.8%+10.9pp | 69.3%+29.4pp |
| Annual return | 17.61% | 38.14%-20.5pp | 555.15%-537.5pp | 318.53%-300.9pp |
| Employer contribution / active EE | $23,769 | $4,344+447.1% | $6,162+285.8% | $2,565+826.6% |
| Participant deferral / active EE | $18,375 | $6,260+193.5% | $8,221+123.5% | $3,952+365.0% |
| Admin fee / account holder | $599 | $8,630-93.1% | $12,045-95.0% | $6,260-90.4% |