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 | $264,758 | $78,672+236.5% | $109,143+142.6% | $85,850+208.4% |
| Participation rate | 98.3% | 68.3%+30.0pp | 75.9%+22.4pp | 69.3%+29.0pp |
| Annual return | 22.29% | 25.09%-2.8pp | 25.75%-3.5pp | 318.53%-296.2pp |
| Employer contribution / active EE | $7,131 | $2,735+160.7% | $3,722+91.6% | $2,565+178.0% |
| Participant deferral / active EE | $9,606 | $3,467+177.0% | $4,653+106.4% | $3,952+143.1% |
| Admin fee / account holder | $5,894 | $5,469+7.8% | $6,752-12.7% | $6,260-5.8% |