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 | $287,613 | $101,317+183.9% | $146,958+95.7% | $74,495+286.1% |
| Participation rate | 91.0% | 75.5%+15.5pp | 82.2%+8.8pp | 67.2%+23.8pp |
| Annual return | 18.00% | 8730.91%-8712.9pp | 418.34%-400.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $16,606 | $3,810+335.8% | $4,933+236.6% | $2,623+533.1% |
| Participant deferral / active EE | $13,118 | $7,303+79.6% | $8,070+62.6% | $4,346+201.9% |
| Admin fee / account holder | $43,575 | $1,739+2405.9% | $12,998+235.2% | $1,942+2144.1% |