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 | $256,462 | $77,145+232.4% | $108,410+136.6% | $85,850+198.7% |
| Participation rate | 88.0% | 74.7%+13.4pp | 80.1%+7.9pp | 69.3%+18.7pp |
| Annual return | 17.45% | 44.54%-27.1pp | 905.27%-887.8pp | 318.53%-301.1pp |
| Employer contribution / active EE | $17,295 | $2,379+626.9% | $3,558+386.0% | $2,565+574.2% |
| Participant deferral / active EE | $7,684 | $5,566+38.0% | $6,563+17.1% | $3,952+94.4% |
| Admin fee / account holder | $3,074 | $5,172-40.6% | $7,295-57.9% | $6,260-50.9% |