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 | $808,427 | $118,849+580.2% | $96,562+737.2% | $167,490+382.7% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 22.83% | 50.49%-27.7pp | 37.78%-15.0pp | 478.56%-455.7pp |
| Employer contribution / active EE | $8,732 | $3,120+179.9% | $2,356+270.6% | $4,837+80.5% |
| Participant deferral / active EE | $13,045 | $4,616+182.6% | $3,849+238.9% | $6,341+105.7% |
| Admin fee / account holder | $7,140 | $8,065-11.5% | $6,181+15.5% | $12,309-42.0% |