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 | $263,062 | $105,181+150.1% | $159,436+65.0% | $85,850+206.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.64% | 45.07%-29.4pp | 263.57%-247.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $8,892 | $3,318+168.0% | $4,829+84.1% | $2,565+246.7% |
| Participant deferral / active EE | $7,915 | $5,945+33.1% | $7,352+7.7% | $3,952+100.3% |
| Admin fee / account holder | $13,782 | $6,933+98.8% | $10,799+27.6% | $6,260+120.2% |