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 6-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 | $375,157 | $180,028+108.4% | $138,135+171.6% | $158,922+136.1% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 17.14% | 21.68%-4.5pp | 20.51%-3.4pp | 302.83%-285.7pp |
| Employer contribution / active EE | $10,496 | $7,470+40.5% | $5,587+87.9% | $4,761+120.5% |
| Participant deferral / active EE | $6,660 | $7,717-13.7% | $6,431+3.6% | $5,982+11.3% |
| Admin fee / account holder | $25,916 | $17,912+44.7% | $11,856+118.6% | $11,246+130.4% |