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 | $384,891 | $105,181+265.9% | $159,436+141.4% | $85,850+348.3% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.8%+11.3pp | 69.3%+24.8pp |
| Annual return | 13.81% | 45.07%-31.3pp | 263.57%-249.8pp | 318.53%-304.7pp |
| Employer contribution / active EE | $5,700 | $3,318+71.8% | $4,829+18.0% | $2,565+122.2% |
| Participant deferral / active EE | $11,848 | $5,945+99.3% | $7,352+61.2% | $3,952+199.8% |
| Admin fee / account holder | $1,782 | $6,933-74.3% | $10,799-83.5% | $6,260-71.5% |