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 | $408,188 | $90,348+351.8% | $75,972+437.3% | $145,922+179.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.45% | 620.88%-611.4pp | 359.55%-350.1pp | 561.29%-551.8pp |
| Employer contribution / active EE | $7,520 | $3,311+127.1% | $2,685+180.1% | $4,660+61.4% |
| Participant deferral / active EE | $15,235 | $5,162+195.2% | $4,255+258.0% | $6,688+127.8% |
| Admin fee / account holder | $151,034 | $8,467+1683.8% | $6,467+2235.6% | $13,397+1027.4% |