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 4-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 | $307,526 | $77,899+294.8% | $149,673+105.5% | $75,163+309.1% |
| Participation rate | 89.2% | 65.6%+23.6pp | 78.8%+10.4pp | 67.2%+22.0pp |
| Annual return | 13.51% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $8,999 | $3,137+186.8% | $4,818+86.8% | $2,670+237.1% |
| Participant deferral / active EE | $6,005 | $3,411+76.0% | $5,680+5.7% | $4,125+45.6% |
| Admin fee / account holder | $136,091 | $5,956+2184.8% | $13,210+930.2% | $5,651+2308.3% |