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 | $532,121 | $102,317+420.1% | $146,958+262.1% | $80,856+558.1% |
| Participation rate | 81.1% | 75.8%+5.2pp | 82.2%-1.1pp | 67.6%+13.4pp |
| Annual return | 17.01% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $9,916 | $3,713+167.1% | $4,933+101.0% | $2,755+260.0% |
| Participant deferral / active EE | $13,879 | $6,644+108.9% | $8,070+72.0% | $4,296+223.1% |
| Admin fee / account holder | $11,490 | $7,941+44.7% | $12,998-11.6% | $6,918+66.1% |