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 | $393,893 | $56,199+600.9% | $67,652+482.2% | $59,632+560.5% |
| Participation rate | 84.6% | 71.5%+13.1pp | 75.7%+9.0pp | 68.7%+15.9pp |
| Annual return | 1.62% | 18505.31%-18503.7pp | 6625.04%-6623.4pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $7,606 | $1,614+371.1% | $2,266+235.7% | $2,203+245.3% |
| Participant deferral / active EE | $7,314 | $2,844+157.2% | $3,560+105.5% | $3,192+129.2% |
| Admin fee / account holder | $33,041 | $3,958+734.7% | $4,821+585.4% | $4,297+668.9% |