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 | $365,550 | $105,181+247.5% | $159,436+129.3% | $85,850+325.8% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.8%+13.7pp | 69.3%+27.2pp |
| Annual return | 13.78% | 45.07%-31.3pp | 263.57%-249.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $9,567 | $3,318+188.3% | $4,829+98.1% | $2,565+272.9% |
| Participant deferral / active EE | $9,550 | $5,945+60.6% | $7,352+29.9% | $3,952+141.7% |
| Admin fee / account holder | $31,870 | $6,933+359.7% | $10,799+195.1% | $6,260+409.1% |