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 | $373,087 | $105,181+254.7% | $159,436+134.0% | $85,850+334.6% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.8%+9.3pp | 69.3%+22.8pp |
| Annual return | 13.85% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $10,985 | $3,318+231.0% | $4,829+127.5% | $2,565+328.3% |
| Participant deferral / active EE | $7,732 | $5,945+30.1% | $7,352+5.2% | $3,952+95.7% |
| Admin fee / account holder | $16,853 | $6,933+143.1% | $10,799+56.1% | $6,260+169.2% |