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 | $274,868 | $96,128+185.9% | $136,007+102.1% | $80,856+239.9% |
| Participation rate | 95.5% | 71.2%+24.2pp | 76.5%+19.0pp | 67.6%+27.8pp |
| Annual return | 15.34% | 28.71%-13.4pp | 579.32%-564.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $7,982 | $3,351+138.2% | $4,217+89.3% | $2,755+189.7% |
| Participant deferral / active EE | $7,843 | $5,709+37.4% | $7,025+11.6% | $4,296+82.6% |
| Admin fee / account holder | $38,393 | $8,236+366.1% | $6,858+459.8% | $6,918+455.0% |