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 | $257,907 | $95,416+170.3% | $185,823+38.8% | $85,850+200.4% |
| Participation rate | 97.1% | 68.8%+28.4pp | 81.7%+15.4pp | 69.3%+27.8pp |
| Annual return | 26.61% | 23.59%+3.0pp | 122.05%-95.4pp | 318.53%-291.9pp |
| Employer contribution / active EE | $11,828 | $3,314+256.9% | $5,167+128.9% | $2,565+361.1% |
| Participant deferral / active EE | $6,025 | $3,423+76.0% | $5,568+8.2% | $3,952+52.5% |
| Admin fee / account holder | $38,122 | $7,213+428.5% | $16,237+134.8% | $6,260+509.0% |