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 6-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 | $435,205 | $175,202+148.4% | $149,673+190.8% | $139,434+212.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.80% | 166.71%-152.9pp | 134.42%-120.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $9,884 | $5,474+80.6% | $4,818+105.2% | $4,751+108.1% |
| Participant deferral / active EE | $12,896 | $6,519+97.8% | $5,680+127.0% | $6,710+92.2% |
| Admin fee / account holder | $5,896 | $16,150-63.5% | $13,210-55.4% | $11,403-48.3% |