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 | $709,592 | $126,574+460.6% | $106,213+568.1% | $145,922+386.3% |
| Participation rate | 94.1% | 77.6%+16.5pp | 75.3%+18.8pp | 80.3%+13.8pp |
| Annual return | 11.70% | 224.79%-213.1pp | 116.14%-104.4pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,139 | $3,730-69.5% | $3,171-64.1% | $4,660-75.6% |
| Participant deferral / active EE | $4,498 | $5,724-21.4% | $5,016-10.3% | $6,688-32.7% |
| Admin fee / account holder | $40,461 | $17,304+133.8% | $11,033+266.7% | $13,397+202.0% |