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 | $389,148 | $105,181+270.0% | $159,436+144.1% | $85,850+353.3% |
| Participation rate | 93.4% | 75.8%+17.7pp | 82.8%+10.6pp | 69.3%+24.1pp |
| Annual return | 13.61% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-304.9pp |
| Employer contribution / active EE | $9,051 | $3,318+172.8% | $4,829+87.4% | $2,565+252.9% |
| Participant deferral / active EE | $5,200 | $5,945-12.5% | $7,352-29.3% | $3,952+31.6% |
| Admin fee / account holder | $20,124 | $6,933+190.2% | $10,799+86.4% | $6,260+221.5% |