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 | $457,174 | $105,181+334.7% | $159,436+186.7% | $85,850+432.5% |
| Participation rate | 98.5% | 75.8%+22.8pp | 82.8%+15.7pp | 69.3%+29.2pp |
| Annual return | 15.32% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.2pp |
| Employer contribution / active EE | $5,887 | $3,318+77.4% | $4,829+21.9% | $2,565+129.5% |
| Participant deferral / active EE | $8,870 | $5,945+49.2% | $7,352+20.6% | $3,952+124.5% |
| Admin fee / account holder | $11,929 | $6,933+72.1% | $10,799+10.5% | $6,260+90.6% |