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 | $572,186 | $83,902+582.0% | $167,512+241.6% | $84,808+574.7% |
| Participation rate | 97.6% | 66.5%+31.1pp | 77.1%+20.5pp | 68.3%+29.2pp |
| Annual return | 15.89% | 91.55%-75.7pp | 1615.79%-1599.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $11,415 | $2,264+404.2% | $3,882+194.1% | $2,631+333.9% |
| Participant deferral / active EE | $19,863 | $4,442+347.1% | $6,405+210.1% | $4,212+371.6% |
| Admin fee / account holder | $40,492 | $7,915+411.6% | $9,769+314.5% | $7,344+451.4% |