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 | $503,491 | $91,190+452.1% | $178,490+182.1% | $79,858+530.5% |
| Participation rate | 93.9% | 69.2%+24.7pp | 81.9%+12.0pp | 69.6%+24.3pp |
| Annual return | 12.31% | 24.19%-11.9pp | 151.07%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $19,699 | $3,256+505.0% | $5,011+293.1% | $2,471+697.3% |
| Participant deferral / active EE | $17,336 | $3,236+435.7% | $5,202+233.3% | $3,740+363.5% |
| Admin fee / account holder | $65,479 | $6,751+869.9% | $13,984+368.2% | $5,306+1134.0% |