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 | $410,286 | $89,753+357.1% | $107,525+281.6% | $84,808+383.8% |
| Participation rate | 93.6% | 68.1%+25.6pp | 75.1%+18.5pp | 68.3%+25.3pp |
| Annual return | 16.08% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $15,967 | $3,113+412.9% | $3,754+325.4% | $2,631+506.9% |
| Participant deferral / active EE | $8,950 | $4,056+120.7% | $5,116+75.0% | $4,212+112.5% |
| Admin fee / account holder | $16,749 | $7,222+131.9% | $8,919+87.8% | $7,344+128.1% |