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 | $273,962 | $137,414+99.4% | $189,513+44.6% | $85,850+219.1% |
| Participation rate | 97.5% | 84.6%+12.9pp | 87.8%+9.7pp | 69.3%+28.2pp |
| Annual return | 16.63% | 38.14%-21.5pp | 555.15%-538.5pp | 318.53%-301.9pp |
| Employer contribution / active EE | $3,738 | $4,344-14.0% | $6,162-39.3% | $2,565+45.7% |
| Participant deferral / active EE | $10,222 | $6,260+63.3% | $8,221+24.3% | $3,952+158.7% |
| Admin fee / account holder | $35,826 | $8,630+315.2% | $12,045+197.4% | $6,260+472.3% |