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 | $293,903 | $95,416+208.0% | $185,823+58.2% | $85,850+242.3% |
| Participation rate | 89.0% | 68.8%+20.3pp | 81.7%+7.3pp | 69.3%+19.7pp |
| Annual return | 14.63% | 23.59%-9.0pp | 122.05%-107.4pp | 318.53%-303.9pp |
| Employer contribution / active EE | $11,436 | $3,314+245.1% | $5,167+121.3% | $2,565+345.8% |
| Participant deferral / active EE | $8,146 | $3,423+137.9% | $5,568+46.3% | $3,952+106.1% |
| Admin fee / account holder | $18,915 | $7,213+162.2% | $16,237+16.5% | $6,260+202.2% |