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 | $426,797 | $93,373+357.1% | $152,466+179.9% | $85,850+397.1% |
| Participation rate | 97.4% | 70.1%+27.4pp | 78.2%+19.2pp | 69.3%+28.1pp |
| Annual return | 13.63% | 21.84%-8.2pp | 757.33%-743.7pp | 318.53%-304.9pp |
| Employer contribution / active EE | $8,944 | $2,996+198.5% | $4,327+106.7% | $2,565+248.7% |
| Participant deferral / active EE | $8,944 | $4,550+96.5% | $5,820+53.7% | $3,952+126.3% |
| Admin fee / account holder | $43,188 | $13,853+211.8% | $15,805+173.3% | $6,260+589.9% |