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 | $285,307 | $98,750+188.9% | $149,696+90.6% | $79,858+257.3% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.5%+13.0pp | 69.6%+25.8pp |
| Annual return | 13.20% | 27.43%-14.2pp | 276.60%-263.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $7,391 | $3,216+129.8% | $4,644+59.1% | $2,471+199.1% |
| Participant deferral / active EE | $7,410 | $5,680+30.4% | $6,842+8.3% | $3,740+98.1% |
| Admin fee / account holder | $22,915 | $6,053+278.6% | $9,309+146.2% | $5,306+331.8% |