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 | $326,342 | $102,317+219.0% | $146,958+122.1% | $80,856+303.6% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.2%+15.3pp | 67.6%+29.8pp |
| Annual return | 12.01% | 134.76%-122.8pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $6,394 | $3,713+72.2% | $4,933+29.6% | $2,755+132.1% |
| Participant deferral / active EE | $7,135 | $6,644+7.4% | $8,070-11.6% | $4,296+66.1% |
| Admin fee / account holder | $13,411 | $7,941+68.9% | $12,998+3.2% | $6,918+93.9% |