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 | $526,676 | $105,181+400.7% | $159,436+230.3% | $85,850+513.5% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.8%+7.9pp | 69.3%+21.4pp |
| Annual return | 13.73% | 45.07%-31.3pp | 263.57%-249.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $8,382 | $3,318+152.6% | $4,829+73.6% | $2,565+226.8% |
| Participant deferral / active EE | $8,297 | $5,945+39.6% | $7,352+12.9% | $3,952+110.0% |
| Admin fee / account holder | $73,009 | $6,933+953.0% | $10,799+576.1% | $6,260+1066.3% |