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 | $359,315 | $105,181+241.6% | $159,436+125.4% | $85,850+318.5% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.8%+15.8pp | 69.3%+29.3pp |
| Annual return | 16.03% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $4,717 | $3,318+42.1% | $4,829-2.3% | $2,565+83.9% |
| Participant deferral / active EE | $12,128 | $5,945+104.0% | $7,352+65.0% | $3,952+206.9% |
| Admin fee / account holder | $15,219 | $6,933+119.5% | $10,799+40.9% | $6,260+143.1% |