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 | $414,338 | $77,899+431.9% | $149,673+176.8% | $75,163+451.2% |
| Participation rate | 93.1% | 65.6%+27.5pp | 78.8%+14.3pp | 67.2%+25.9pp |
| Annual return | 52.25% | 31.72%+20.5pp | 134.42%-82.2pp | 160.62%-108.4pp |
| Employer contribution / active EE | $12,544 | $3,137+299.8% | $4,818+160.4% | $2,670+369.8% |
| Participant deferral / active EE | $21,662 | $3,411+535.1% | $5,680+281.4% | $4,125+425.1% |
| Admin fee / account holder | $114,744 | $5,956+1826.4% | $13,210+768.6% | $5,651+1930.5% |