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 | $549,339 | $91,190+502.4% | $178,490+207.8% | $79,858+587.9% |
| Participation rate | 96.6% | 69.2%+27.4pp | 81.9%+14.6pp | 69.6%+26.9pp |
| Annual return | 14.44% | 24.19%-9.8pp | 151.07%-136.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $30,522 | $3,256+837.5% | $5,011+509.2% | $2,471+1135.3% |
| Participant deferral / active EE | $17,366 | $3,236+436.6% | $5,202+233.9% | $3,740+364.3% |
| Admin fee / account holder | $29,149 | $6,751+331.8% | $13,984+108.4% | $5,306+449.3% |