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 | $314,108 | $63,346+395.9% | $92,233+240.6% | $70,131+347.9% |
| Participation rate | 96.7% | 68.7%+28.0pp | 76.5%+20.2pp | 69.5%+27.1pp |
| Annual return | 14.20% | 530.12%-515.9pp | 176.28%-162.1pp | 73.14%-58.9pp |
| Employer contribution / active EE | $13,829 | $2,471+459.6% | $3,679+275.9% | $2,342+490.4% |
| Participant deferral / active EE | $3,423 | $2,854+19.9% | $3,897-12.2% | $3,332+2.7% |
| Admin fee / account holder | $9,000 | $3,840+134.4% | $5,194+73.3% | $4,645+93.7% |