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 | $324,560 | $105,181+208.6% | $159,436+103.6% | $85,850+278.1% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.8%+4.9pp | 69.3%+18.4pp |
| Annual return | 16.52% | 45.07%-28.6pp | 263.57%-247.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $4,637 | $3,318+39.8% | $4,829-4.0% | $2,565+80.8% |
| Participant deferral / active EE | $7,924 | $5,945+33.3% | $7,352+7.8% | $3,952+100.5% |
| Admin fee / account holder | $5,291 | $6,933-23.7% | $10,799-51.0% | $6,260-15.5% |