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 | $271,185 | $137,414+97.3% | $189,513+43.1% | $85,850+215.9% |
| Participation rate | 98.1% | 84.6%+13.5pp | 87.8%+10.3pp | 69.3%+28.8pp |
| Annual return | 37.10% | 38.14%-1.0pp | 555.15%-518.1pp | 318.53%-281.4pp |
| Employer contribution / active EE | $6,142 | $4,344+41.4% | $6,162-0.3% | $2,565+139.5% |
| Participant deferral / active EE | $12,202 | $6,260+94.9% | $8,221+48.4% | $3,952+208.8% |
| Admin fee / account holder | $5,871 | $8,630-32.0% | $12,045-51.3% | $6,260-6.2% |