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 | $581,480 | $95,416+509.4% | $185,823+212.9% | $85,850+577.3% |
| Participation rate | 93.5% | 68.8%+24.7pp | 81.7%+11.8pp | 69.3%+24.2pp |
| Annual return | 16.53% | 23.59%-7.1pp | 122.05%-105.5pp | 318.53%-302.0pp |
| Employer contribution / active EE | $15,813 | $3,314+377.2% | $5,167+206.0% | $2,565+516.5% |
| Participant deferral / active EE | $16,634 | $3,423+385.9% | $5,568+198.7% | $3,952+320.9% |
| Admin fee / account holder | $75,098 | $7,213+941.2% | $16,237+362.5% | $6,260+1099.7% |