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 | $269,687 | $85,202+216.5% | $172,739+56.1% | $72,985+269.5% |
| Participation rate | 97.7% | 70.1%+27.6pp | 82.6%+15.0pp | 69.5%+28.2pp |
| Annual return | 22.23% | 27.32%-5.1pp | 802.84%-780.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $10,366 | $3,324+211.8% | $5,143+101.6% | $2,440+324.8% |
| Participant deferral / active EE | $6,353 | $3,260+94.9% | $5,198+22.2% | $3,607+76.1% |
| Admin fee / account holder | $5,873 | $5,884-0.2% | $13,954-57.9% | $5,124+14.6% |