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 | $342,842 | $105,181+226.0% | $159,436+115.0% | $85,850+299.4% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.8%+14.5pp | 69.3%+28.1pp |
| Annual return | 18.89% | 45.07%-26.2pp | 263.57%-244.7pp | 318.53%-299.6pp |
| Employer contribution / active EE | $3,206 | $3,318-3.4% | $4,829-33.6% | $2,565+25.0% |
| Participant deferral / active EE | $14,246 | $5,945+139.6% | $7,352+93.8% | $3,952+260.5% |
| Admin fee / account holder | $23,575 | $6,933+240.0% | $10,799+118.3% | $6,260+276.6% |