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 | $395,036 | $102,317+286.1% | $146,958+168.8% | $80,856+388.6% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 14.03% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $11,995 | $3,713+223.1% | $4,933+143.2% | $2,755+335.4% |
| Participant deferral / active EE | $12,621 | $6,644+90.0% | $8,070+56.4% | $4,296+193.8% |
| Admin fee / account holder | $40,640 | $7,941+411.8% | $12,998+212.7% | $6,918+487.5% |