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 | $302,683 | $96,635+213.2% | $86,612+249.5% | $139,434+117.1% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 16.76% | 106.41%-89.7pp | 591.07%-574.3pp | 372.94%-356.2pp |
| Employer contribution / active EE | $13,366 | $3,263+309.6% | $3,022+342.2% | $4,751+181.3% |
| Participant deferral / active EE | $15,933 | $4,836+229.5% | $4,438+259.0% | $6,710+137.4% |
| Admin fee / account holder | $1,111 | $6,408-82.7% | $5,614-80.2% | $11,403-90.3% |