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 | $272,570 | $78,422+247.6% | $95,952+184.1% | $79,858+241.3% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.4pp | 69.6%+26.8pp |
| Annual return | 20.15% | 19.37%+0.8pp | 91.61%-71.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $9,599 | $1,945+393.5% | $2,541+277.8% | $2,471+288.5% |
| Participant deferral / active EE | $4,874 | $3,440+41.7% | $4,167+17.0% | $3,740+30.3% |
| Admin fee / account holder | $11,583 | $5,622+106.0% | $6,795+70.5% | $5,306+118.3% |