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 | $441,192 | $102,966+328.5% | $90,281+388.7% | $152,861+188.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 27.38% | 95.16%-67.8pp | 78.10%-50.7pp | 345.32%-317.9pp |
| Employer contribution / active EE | $4,432 | $3,139+41.2% | $2,854+55.3% | $4,762-6.9% |
| Participant deferral / active EE | $10,542 | $4,281+146.2% | $3,885+171.3% | $5,850+80.2% |
| Admin fee / account holder | $23,673 | $6,171+283.6% | $5,351+342.4% | $11,596+104.1% |