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 6-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 | $254,668 | $78,672+223.7% | $109,143+133.3% | $85,850+196.6% |
| Participation rate | 78.6% | 68.3%+10.3pp | 75.9%+2.7pp | 69.3%+9.3pp |
| Annual return | 50.81% | 25.09%+25.7pp | 25.75%+25.1pp | 318.53%-267.7pp |
| Employer contribution / active EE | $3,220 | $2,735+17.8% | $3,722-13.5% | $2,565+25.5% |
| Participant deferral / active EE | $7,140 | $3,467+105.9% | $4,653+53.4% | $3,952+80.7% |
| Admin fee / account holder | $2,722 | $5,469-50.2% | $6,752-59.7% | $6,260-56.5% |