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 | $370,965 | $56,114+561.1% | $96,139+285.9% | $85,850+332.1% |
| Participation rate | 94.6% | 56.7%+37.9pp | 68.4%+26.1pp | 69.3%+25.3pp |
| Annual return | 16.33% | 42.30%-26.0pp | 191.94%-175.6pp | 318.53%-302.2pp |
| Employer contribution / active EE | $8,259 | $1,620+409.9% | $2,797+195.3% | $2,565+222.0% |
| Participant deferral / active EE | $16,949 | $2,859+492.8% | $4,349+289.7% | $3,952+328.9% |
| Admin fee / account holder | $45,714 | $3,768+1113.2% | $5,537+725.6% | $6,260+630.3% |