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 | $303,800 | $78,422+287.4% | $95,952+216.6% | $79,858+280.4% |
| Participation rate | 95.1% | 73.5%+21.6pp | 77.1%+18.0pp | 69.6%+25.4pp |
| Annual return | 24.88% | 19.37%+5.5pp | 91.61%-66.7pp | 31.71%-6.8pp |
| Employer contribution / active EE | $3,934 | $1,945+102.3% | $2,541+54.8% | $2,471+59.2% |
| Participant deferral / active EE | $5,325 | $3,440+54.8% | $4,167+27.8% | $3,740+42.4% |
| Admin fee / account holder | $4,005 | $5,622-28.8% | $6,795-41.1% | $5,306-24.5% |