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 | $488,768 | $62,573+681.1% | $85,682+470.4% | $85,850+469.3% |
| Participation rate | 91.4% | 61.1%+30.3pp | 69.9%+21.6pp | 69.3%+22.1pp |
| Annual return | 16.37% | 23.77%-7.4pp | 21.49%-5.1pp | 318.53%-302.2pp |
| Employer contribution / active EE | $5,181 | $1,757+194.9% | $2,618+97.9% | $2,565+102.0% |
| Participant deferral / active EE | $11,051 | $2,802+294.4% | $3,923+181.7% | $3,952+179.7% |
| Admin fee / account holder | $24,430 | $4,640+426.5% | $6,873+255.5% | $6,260+290.3% |