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 | $352,462 | $95,416+269.4% | $185,823+89.7% | $85,850+310.6% |
| Participation rate | 95.8% | 68.8%+27.1pp | 81.7%+14.1pp | 69.3%+26.5pp |
| Annual return | 12.04% | 23.59%-11.5pp | 122.05%-110.0pp | 318.53%-306.5pp |
| Employer contribution / active EE | $12,500 | $3,314+277.2% | $5,167+141.9% | $2,565+387.3% |
| Participant deferral / active EE | $9,915 | $3,423+189.6% | $5,568+78.1% | $3,952+150.9% |
| Admin fee / account holder | $1,105 | $7,213-84.7% | $16,237-93.2% | $6,260-82.4% |