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 | $432,023 | $72,071+499.4% | $68,368+531.9% | $137,256+214.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 14.92% | 353.14%-338.2pp | 292.57%-277.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,679 | $2,788-3.9% | $2,649+1.1% | $4,156-35.6% |
| Participant deferral / active EE | $13,174 | $4,410+198.7% | $4,123+219.6% | $6,407+105.6% |
| Admin fee / account holder | $46,270 | $5,336+767.2% | $5,150+798.5% | $12,270+277.1% |