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 | $371,783 | $102,317+263.4% | $146,958+153.0% | $80,856+359.8% |
| Participation rate | 97.8% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 12.92% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $6,667 | $3,713+79.5% | $4,933+35.1% | $2,755+142.0% |
| Participant deferral / active EE | $11,228 | $6,644+69.0% | $8,070+39.1% | $4,296+161.4% |
| Admin fee / account holder | $19,594 | $7,941+146.7% | $12,998+50.7% | $6,918+183.2% |