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 | $253,428 | $49,922+407.6% | $80,569+214.5% | $75,163+237.2% |
| Participation rate | 96.3% | 55.3%+41.0pp | 67.0%+29.3pp | 67.2%+29.1pp |
| Annual return | 18.60% | 34.69%-16.1pp | 935.43%-916.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $6,605 | $1,698+288.9% | $2,723+142.5% | $2,670+147.4% |
| Participant deferral / active EE | $5,106 | $2,990+70.8% | $4,447+14.8% | $4,125+23.8% |
| Admin fee / account holder | $13,118 | $3,577+266.7% | $5,377+144.0% | $5,651+132.1% |