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 | $273,953 | $105,181+160.5% | $159,436+71.8% | $85,850+219.1% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.8%+14.4pp | 69.3%+27.9pp |
| Annual return | 22.03% | 45.07%-23.0pp | 263.57%-241.5pp | 318.53%-296.5pp |
| Employer contribution / active EE | $6,706 | $3,318+102.1% | $4,829+38.9% | $2,565+161.4% |
| Participant deferral / active EE | $6,146 | $5,945+3.4% | $7,352-16.4% | $3,952+55.5% |
| Admin fee / account holder | $98,151 | $6,933+1315.6% | $10,799+808.9% | $6,260+1467.9% |