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 | $297,133 | $95,416+211.4% | $185,823+59.9% | $85,850+246.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 26.08% | 23.59%+2.5pp | 122.05%-96.0pp | 318.53%-292.5pp |
| Employer contribution / active EE | $11,368 | $3,314+243.1% | $5,167+120.0% | $2,565+343.2% |
| Participant deferral / active EE | $7,414 | $3,423+116.6% | $5,568+33.2% | $3,952+87.6% |
| Admin fee / account holder | $779 | $7,213-89.2% | $16,237-95.2% | $6,260-87.6% |