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 | $445,429 | $81,625+445.7% | $167,512+165.9% | $74,304+499.5% |
| Participation rate | 99.0% | 60.0%+39.0pp | 77.1%+22.0pp | 60.3%+38.7pp |
| Annual return | 17.95% | 26.09%-8.1pp | 1615.79%-1597.8pp | 29.43%-11.5pp |
| Employer contribution / active EE | $12,981 | $2,010+545.7% | $3,882+234.4% | $2,241+479.2% |
| Participant deferral / active EE | $13,801 | $4,115+235.4% | $6,405+115.5% | $3,767+266.3% |
| Admin fee / account holder | $17,463 | $3,474+402.6% | $9,769+78.8% | $2,969+488.2% |