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 | $363,557 | $99,020+267.2% | $86,590+319.9% | $147,584+146.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.71% | 1312.34%-1297.6pp | 964.84%-950.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $46,986 | $3,132+1400.2% | $2,839+1554.8% | $4,876+863.6% |
| Participant deferral / active EE | $32,248 | $3,972+711.8% | $3,609+793.6% | $5,439+492.9% |
| Admin fee / account holder | $39,736 | $5,710+595.9% | $4,906+710.0% | $10,885+265.0% |