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 | $498,344 | $63,346+686.7% | $92,233+440.3% | $70,131+610.6% |
| Participation rate | 93.1% | 68.7%+24.4pp | 76.5%+16.6pp | 69.5%+23.6pp |
| Annual return | 21.35% | 530.12%-508.8pp | 176.28%-154.9pp | 73.14%-51.8pp |
| Employer contribution / active EE | $10,870 | $2,471+339.9% | $3,679+195.4% | $2,342+364.0% |
| Participant deferral / active EE | $13,997 | $2,854+390.5% | $3,897+259.2% | $3,332+320.1% |
| Admin fee / account holder | $10,395 | $3,840+170.7% | $5,194+100.1% | $4,645+123.8% |