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 | $336,573 | $85,202+295.0% | $172,739+94.8% | $72,985+361.2% |
| Participation rate | 81.4% | 70.1%+11.4pp | 82.6%-1.2pp | 69.5%+11.9pp |
| Annual return | 26.58% | 27.32%-0.7pp | 802.84%-776.3pp | 81.00%-54.4pp |
| Employer contribution / active EE | $11,054 | $3,324+232.5% | $5,143+114.9% | $2,440+353.1% |
| Participant deferral / active EE | $10,781 | $3,260+230.7% | $5,198+107.4% | $3,607+198.9% |
| Admin fee / account holder | $19,367 | $5,884+229.2% | $13,954+38.8% | $5,124+277.9% |