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 | $435,552 | $105,181+314.1% | $159,436+173.2% | $85,850+407.3% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.8%+11.8pp | 69.3%+25.3pp |
| Annual return | 15.84% | 45.07%-29.2pp | 263.57%-247.7pp | 318.53%-302.7pp |
| Employer contribution / active EE | $7,755 | $3,318+133.7% | $4,829+60.6% | $2,565+202.3% |
| Participant deferral / active EE | $7,222 | $5,945+21.5% | $7,352-1.8% | $3,952+82.8% |
| Admin fee / account holder | $113,293 | $6,933+1534.0% | $10,799+949.2% | $6,260+1709.8% |