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 | $408,814 | $70,669+478.5% | $169,368+141.4% | $75,163+443.9% |
| Participation rate | 83.6% | 64.8%+18.8pp | 77.1%+6.5pp | 67.2%+16.4pp |
| Annual return | 22.16% | 36.36%-14.2pp | 405.60%-383.4pp | 160.62%-138.5pp |
| Employer contribution / active EE | $10,563 | $2,211+377.8% | $4,013+163.2% | $2,670+295.6% |
| Participant deferral / active EE | $15,508 | $4,311+259.8% | $6,221+149.3% | $4,125+275.9% |
| Admin fee / account holder | $5,015 | $5,402-7.2% | $9,003-44.3% | $5,651-11.3% |