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 | $604,821 | $98,750+512.5% | $149,696+304.0% | $79,858+657.4% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 13.17% | 27.43%-14.3pp | 276.60%-263.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $5,172 | $3,216+60.8% | $4,644+11.4% | $2,471+109.3% |
| Participant deferral / active EE | $8,694 | $5,680+53.1% | $6,842+27.1% | $3,740+132.5% |
| Admin fee / account holder | $41,106 | $6,053+579.1% | $9,309+341.6% | $5,306+674.7% |