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 | $407,308 | $89,355+355.8% | $141,162+188.5% | $72,985+458.1% |
| Participation rate | 95.6% | 75.1%+20.5pp | 82.5%+13.1pp | 69.5%+26.1pp |
| Annual return | 30.15% | 111.85%-81.7pp | 71.39%-41.2pp | 81.00%-50.9pp |
| Employer contribution / active EE | $19,807 | $3,114+536.0% | $4,735+318.3% | $2,440+711.8% |
| Participant deferral / active EE | $12,527 | $5,418+131.2% | $6,709+86.7% | $3,607+247.2% |
| Admin fee / account holder | $25,883 | $5,958+334.4% | $10,261+152.2% | $5,124+405.1% |