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 8-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 | $470,436 | $89,355+426.5% | $141,162+233.3% | $72,985+544.6% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 20.99% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $5,001 | $3,114+60.6% | $4,735+5.6% | $2,440+105.0% |
| Participant deferral / active EE | $6,261 | $5,418+15.6% | $6,709-6.7% | $3,607+73.6% |
| Admin fee / account holder | $14,421 | $5,958+142.0% | $10,261+40.5% | $5,124+181.4% |