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 | $772,204 | $102,382+654.2% | $147,005+425.3% | $80,874+854.8% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 14.01% | 134.89%-120.9pp | 418.76%-404.8pp | 35.62%-21.6pp |
| Employer contribution / active EE | $7,397 | $3,715+99.1% | $4,934+49.9% | $2,756+168.4% |
| Participant deferral / active EE | $5,984 | $6,646-10.0% | $8,070-25.8% | $4,297+39.3% |
| Admin fee / account holder | $113,681 | $7,942+1331.3% | $13,006+774.1% | $6,935+1539.2% |