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 3-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 | $343,018 | $183,519+86.9% | $155,509+120.6% | $145,922+135.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 11.15% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $16,047 | $5,313+202.0% | $4,672+243.4% | $4,660+244.4% |
| Participant deferral / active EE | $12,445 | $6,462+92.6% | $5,626+121.2% | $6,688+86.1% |
| Admin fee / account holder | $5,521 | $19,313-71.4% | $15,912-65.3% | $13,397-58.8% |