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 | $282,958 | $105,181+169.0% | $159,436+77.5% | $85,850+229.6% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.8%+11.3pp | 69.3%+24.8pp |
| Annual return | 13.94% | 45.07%-31.1pp | 263.57%-249.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $8,116 | $3,318+144.6% | $4,829+68.0% | $2,565+216.4% |
| Participant deferral / active EE | $14,349 | $5,945+141.4% | $7,352+95.2% | $3,952+263.1% |
| Admin fee / account holder | $18,283 | $6,933+163.7% | $10,799+69.3% | $6,260+192.1% |