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 | $262,277 | $85,202+207.8% | $172,739+51.8% | $72,985+259.4% |
| Participation rate | 97.8% | 70.1%+27.8pp | 82.6%+15.2pp | 69.5%+28.3pp |
| Annual return | 27.23% | 27.32%-0.1pp | 802.84%-775.6pp | 81.00%-53.8pp |
| Employer contribution / active EE | $8,551 | $3,324+157.2% | $5,143+66.3% | $2,440+250.5% |
| Participant deferral / active EE | $6,416 | $3,260+96.8% | $5,198+23.4% | $3,607+77.9% |
| Admin fee / account holder | $5,286 | $5,884-10.2% | $13,954-62.1% | $5,124+3.1% |