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 | $406,211 | $70,669+474.8% | $169,368+139.8% | $75,163+440.4% |
| Participation rate | 98.2% | 64.8%+33.5pp | 77.1%+21.1pp | 67.2%+31.1pp |
| Annual return | 18.66% | 36.36%-17.7pp | 405.60%-386.9pp | 160.62%-142.0pp |
| Employer contribution / active EE | $8,387 | $2,211+279.4% | $4,013+109.0% | $2,670+214.1% |
| Participant deferral / active EE | $14,344 | $4,311+232.8% | $6,221+130.6% | $4,125+247.7% |
| Admin fee / account holder | $38,482 | $5,402+612.3% | $9,003+327.4% | $5,651+581.0% |