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 | $265,835 | $118,450+124.4% | $98,439+170.0% | $139,434+90.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.68% | 18.94%-4.3pp | 21.16%-6.5pp | 372.94%-358.3pp |
| Employer contribution / active EE | $11,874 | $3,609+229.0% | $3,048+289.5% | $4,751+149.9% |
| Participant deferral / active EE | $14,100 | $5,392+161.5% | $4,738+197.6% | $6,710+110.1% |
| Admin fee / account holder | $23,858 | $14,026+70.1% | $8,948+166.6% | $11,403+109.2% |