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 | $494,971 | $85,202+480.9% | $172,739+186.5% | $72,985+578.2% |
| Participation rate | 79.3% | 70.1%+9.2pp | 82.6%-3.3pp | 69.5%+9.8pp |
| Annual return | 19.56% | 27.32%-7.8pp | 802.84%-783.3pp | 81.00%-61.4pp |
| Employer contribution / active EE | $12,112 | $3,324+264.3% | $5,143+135.5% | $2,440+396.4% |
| Participant deferral / active EE | $10,455 | $3,260+220.7% | $5,198+101.1% | $3,607+189.8% |
| Admin fee / account holder | $149,236 | $5,884+2436.4% | $13,954+969.5% | $5,124+2812.3% |