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 | $304,110 | $91,190+233.5% | $178,490+70.4% | $79,858+280.8% |
| Participation rate | 88.5% | 69.2%+19.3pp | 81.9%+6.5pp | 69.6%+18.8pp |
| Annual return | 13.94% | 24.19%-10.2pp | 151.07%-137.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $7,764 | $3,256+138.5% | $5,011+54.9% | $2,471+214.2% |
| Participant deferral / active EE | $5,742 | $3,236+77.4% | $5,202+10.4% | $3,740+53.5% |
| Admin fee / account holder | $125,105 | $6,751+1753.1% | $13,984+794.6% | $5,306+2257.7% |