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 | $259,833 | $105,181+147.0% | $159,436+63.0% | $85,850+202.7% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.8%+7.8pp | 69.3%+21.3pp |
| Annual return | 12.84% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $7,757 | $3,318+133.8% | $4,829+60.6% | $2,565+202.4% |
| Participant deferral / active EE | $7,622 | $5,945+28.2% | $7,352+3.7% | $3,952+92.9% |
| Admin fee / account holder | $20,498 | $6,933+195.6% | $10,799+89.8% | $6,260+227.5% |