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 | $277,412 | $85,202+225.6% | $172,739+60.6% | $72,985+280.1% |
| Participation rate | 92.7% | 70.1%+22.6pp | 82.6%+10.0pp | 69.5%+23.2pp |
| Annual return | 23.48% | 27.32%-3.8pp | 802.84%-779.4pp | 81.00%-57.5pp |
| Employer contribution / active EE | $11,715 | $3,324+252.4% | $5,143+127.8% | $2,440+380.2% |
| Participant deferral / active EE | $7,225 | $3,260+121.6% | $5,198+39.0% | $3,607+100.3% |
| Admin fee / account holder | $8,222 | $5,884+39.7% | $13,954-41.1% | $5,124+60.4% |