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 | $316,421 | $105,181+200.8% | $159,436+98.5% | $85,850+268.6% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 13.16% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $5,075 | $3,318+53.0% | $4,829+5.1% | $2,565+97.9% |
| Participant deferral / active EE | $8,821 | $5,945+48.4% | $7,352+20.0% | $3,952+123.2% |
| Admin fee / account holder | $63,275 | $6,933+812.6% | $10,799+486.0% | $6,260+910.8% |