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 | $361,846 | $102,317+253.7% | $146,958+146.2% | $80,856+347.5% |
| Participation rate | 98.6% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 12.55% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $6,453 | $3,713+73.8% | $4,933+30.8% | $2,755+134.2% |
| Participant deferral / active EE | $12,777 | $6,644+92.3% | $8,070+58.3% | $4,296+197.4% |
| Admin fee / account holder | $24,561 | $7,941+209.3% | $12,998+89.0% | $6,918+255.0% |