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 | $512,185 | $98,750+418.7% | $149,696+242.1% | $79,858+541.4% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 13.09% | 27.43%-14.3pp | 276.60%-263.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $13,426 | $3,216+317.4% | $4,644+189.1% | $2,471+443.4% |
| Participant deferral / active EE | $7,240 | $5,680+27.5% | $6,842+5.8% | $3,740+93.6% |
| Admin fee / account holder | $2,109 | $6,053-65.2% | $9,309-77.3% | $5,306-60.3% |