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 | $380,916 | $105,181+262.2% | $159,436+138.9% | $85,850+343.7% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.8%+11.3pp | 69.3%+24.8pp |
| Annual return | 13.11% | 45.07%-32.0pp | 263.57%-250.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $13,373 | $3,318+303.0% | $4,829+176.9% | $2,565+421.3% |
| Participant deferral / active EE | $15,481 | $5,945+160.4% | $7,352+110.6% | $3,952+291.8% |
| Admin fee / account holder | $5,833 | $6,933-15.9% | $10,799-46.0% | $6,260-6.8% |