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 | $469,338 | $56,053+737.3% | $75,972+517.8% | $80,856+480.5% |
| Participation rate | 96.9% | 62.0%+34.8pp | 69.1%+27.8pp | 67.6%+29.2pp |
| Annual return | 17.18% | 20.53%-3.4pp | 359.55%-342.4pp | 35.59%-18.4pp |
| Employer contribution / active EE | $6,457 | $1,874+244.5% | $2,685+140.5% | $2,755+134.4% |
| Participant deferral / active EE | $13,937 | $3,052+356.7% | $4,255+227.5% | $4,296+224.4% |
| Admin fee / account holder | $39,890 | $5,234+662.2% | $6,467+516.8% | $6,918+476.6% |