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 | $376,902 | $105,181+258.3% | $159,436+136.4% | $85,850+339.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.75% | 45.07%-31.3pp | 263.57%-249.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $12,546 | $3,318+278.1% | $4,829+159.8% | $2,565+389.1% |
| Participant deferral / active EE | $12,627 | $5,945+112.4% | $7,352+71.8% | $3,952+219.5% |
| Admin fee / account holder | $16,265 | $6,933+134.6% | $10,799+50.6% | $6,260+159.8% |