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 | $477,650 | $74,888+537.8% | $71,209+570.8% | $142,382+235.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 14.79% | 345.14%-330.4pp | 282.51%-267.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $25,858 | $2,854+805.9% | $2,721+850.3% | $4,299+501.5% |
| Participant deferral / active EE | $14,051 | $4,454+215.5% | $4,175+236.5% | $6,507+115.9% |
| Admin fee / account holder | $58,276 | $5,568+946.6% | $5,349+989.5% | $12,624+361.6% |