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 | $263,543 | $137,414+91.8% | $189,513+39.1% | $85,850+207.0% |
| Participation rate | 98.6% | 84.6%+13.9pp | 87.8%+10.7pp | 69.3%+29.2pp |
| Annual return | 15.47% | 38.14%-22.7pp | 555.15%-539.7pp | 318.53%-303.1pp |
| Employer contribution / active EE | $10,610 | $4,344+144.2% | $6,162+72.2% | $2,565+313.6% |
| Participant deferral / active EE | $6,129 | $6,260-2.1% | $8,221-25.4% | $3,952+55.1% |
| Admin fee / account holder | $10,424 | $8,630+20.8% | $12,045-13.5% | $6,260+66.5% |