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 | $526,159 | $52,953+893.6% | $172,739+204.6% | $65,185+707.2% |
| Participation rate | 99.0% | 66.2%+32.8pp | 82.6%+16.4pp | 70.2%+28.8pp |
| Annual return | 18.63% | 30.12%-11.5pp | 802.84%-784.2pp | 29.38%-10.8pp |
| Employer contribution / active EE | $24,116 | $2,190+1001.3% | $5,143+368.9% | $2,177+1008.0% |
| Participant deferral / active EE | $13,880 | $2,471+461.8% | $5,198+167.1% | $3,514+295.0% |
| Admin fee / account holder | $71,688 | $472+15091.2% | $13,954+413.7% | $847+8362.9% |