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 | $335,027 | $105,181+218.5% | $159,436+110.1% | $85,850+290.2% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.8%+15.4pp | 69.3%+28.9pp |
| Annual return | 15.46% | 45.07%-29.6pp | 263.57%-248.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $5,573 | $3,318+67.9% | $4,829+15.4% | $2,565+117.2% |
| Participant deferral / active EE | $7,032 | $5,945+18.3% | $7,352-4.4% | $3,952+77.9% |
| Admin fee / account holder | $53,039 | $6,933+665.0% | $10,799+391.2% | $6,260+747.3% |