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 | $288,554 | $77,634+271.7% | $156,549+84.3% | $62,891+358.8% |
| Participation rate | 98.6% | 71.2%+27.3pp | 84.0%+14.5pp | 69.3%+29.2pp |
| Annual return | 8.25% | 50.32%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $21,158 | $3,444+514.4% | $5,501+284.6% | $2,281+827.6% |
| Participant deferral / active EE | $13,343 | $3,045+338.1% | $4,871+173.9% | $3,203+316.6% |
| Admin fee / account holder | $8,344 | $5,561+50.1% | $13,027-35.9% | $4,296+94.3% |