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 5-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 | $315,025 | $102,382+207.7% | $147,005+114.3% | $80,874+289.5% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.2%+14.4pp | 67.6%+29.0pp |
| Annual return | 21.82% | 134.89%-113.1pp | 418.76%-396.9pp | 35.62%-13.8pp |
| Employer contribution / active EE | $14,517 | $3,715+290.8% | $4,934+194.2% | $2,756+426.8% |
| Participant deferral / active EE | $18,455 | $6,646+177.7% | $8,070+128.7% | $4,297+329.5% |
| Admin fee / account holder | $18,042 | $7,942+127.2% | $13,006+38.7% | $6,935+160.1% |