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 | $493,827 | $83,902+488.6% | $167,512+194.8% | $84,808+482.3% |
| Participation rate | 94.9% | 66.5%+28.4pp | 77.1%+17.8pp | 68.3%+26.6pp |
| Annual return | 14.50% | 91.55%-77.1pp | 1615.79%-1601.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,793 | $2,264+67.6% | $3,882-2.3% | $2,631+44.2% |
| Participant deferral / active EE | $12,348 | $4,442+178.0% | $6,405+92.8% | $4,212+193.2% |
| Admin fee / account holder | $24,341 | $7,915+207.5% | $9,769+149.2% | $7,344+231.5% |