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 | $345,308 | $78,422+340.3% | $95,952+259.9% | $79,858+332.4% |
| Participation rate | 90.9% | 73.5%+17.4pp | 77.1%+13.8pp | 69.6%+21.3pp |
| Annual return | 24.48% | 19.37%+5.1pp | 91.61%-67.1pp | 31.71%-7.2pp |
| Employer contribution / active EE | $5,839 | $1,945+200.2% | $2,541+129.8% | $2,471+136.3% |
| Participant deferral / active EE | $4,810 | $3,440+39.8% | $4,167+15.4% | $3,740+28.6% |
| Admin fee / account holder | $15,539 | $5,622+176.4% | $6,795+128.7% | $5,306+192.8% |