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 | $414,540 | $105,181+294.1% | $159,436+160.0% | $85,850+382.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.85% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $7,424 | $3,318+123.7% | $4,829+53.7% | $2,565+189.4% |
| Participant deferral / active EE | $11,227 | $5,945+88.9% | $7,352+52.7% | $3,952+184.1% |
| Admin fee / account holder | $14,903 | $6,933+114.9% | $10,799+38.0% | $6,260+138.1% |