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 | $276,240 | $85,202+224.2% | $172,739+59.9% | $72,985+278.5% |
| Participation rate | 91.8% | 70.1%+21.7pp | 82.6%+9.2pp | 69.5%+22.3pp |
| Annual return | 22.06% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-58.9pp |
| Employer contribution / active EE | $11,894 | $3,324+257.8% | $5,143+131.3% | $2,440+387.5% |
| Participant deferral / active EE | $4,771 | $3,260+46.3% | $5,198-8.2% | $3,607+32.3% |
| Admin fee / account holder | $12,812 | $5,884+117.7% | $13,954-8.2% | $5,124+150.0% |