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 | $358,456 | $90,348+296.7% | $75,972+371.8% | $145,922+145.6% |
| Participation rate | 73.3% | 74.5%-1.1pp | 69.1%+4.3pp | 80.3%-6.9pp |
| Annual return | 8.35% | 620.88%-612.5pp | 359.55%-351.2pp | 561.29%-552.9pp |
| Employer contribution / active EE | $11,733 | $3,311+254.4% | $2,685+337.0% | $4,660+151.8% |
| Participant deferral / active EE | $7,793 | $5,162+51.0% | $4,255+83.1% | $6,688+16.5% |
| Admin fee / account holder | $32,943 | $8,467+289.1% | $6,467+409.4% | $13,397+145.9% |