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 | $279,084 | $105,181+165.3% | $159,436+75.0% | $85,850+225.1% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.8%+5.7pp | 69.3%+19.2pp |
| Annual return | 16.55% | 45.07%-28.5pp | 263.57%-247.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $5,630 | $3,318+69.7% | $4,829+16.6% | $2,565+119.5% |
| Participant deferral / active EE | $9,519 | $5,945+60.1% | $7,352+29.5% | $3,952+140.9% |
| Admin fee / account holder | $11,143 | $6,933+60.7% | $10,799+3.2% | $6,260+78.0% |