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 | $317,275 | $102,317+210.1% | $146,958+115.9% | $80,856+292.4% |
| Participation rate | 97.4% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 13.35% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $7,738 | $3,713+108.4% | $4,933+56.9% | $2,755+180.9% |
| Participant deferral / active EE | $9,518 | $6,644+43.3% | $8,070+17.9% | $4,296+121.6% |
| Admin fee / account holder | $25,226 | $7,941+217.7% | $12,998+94.1% | $6,918+264.6% |