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 7-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 | $358,072 | $64,324+456.7% | $118,925+201.1% | $79,858+348.4% |
| Participation rate | 91.2% | 64.9%+26.3pp | 75.4%+15.8pp | 69.6%+21.5pp |
| Annual return | 18.12% | 86.45%-68.3pp | 35.88%-17.8pp | 31.71%-13.6pp |
| Employer contribution / active EE | $4,513 | $1,836+145.8% | $3,263+38.3% | $2,471+82.6% |
| Participant deferral / active EE | $10,188 | $2,824+260.8% | $4,265+138.9% | $3,740+172.4% |
| Admin fee / account holder | $32,482 | $4,040+704.0% | $6,581+393.6% | $5,306+512.1% |