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 | $380,962 | $99,020+284.7% | $86,590+340.0% | $147,584+158.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.81% | 1312.34%-1297.5pp | 964.84%-950.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $7,503 | $3,132+139.6% | $2,839+164.3% | $4,876+53.9% |
| Participant deferral / active EE | $3,295 | $3,972-17.1% | $3,609-8.7% | $5,439-39.4% |
| Admin fee / account holder | $185,313 | $5,710+3145.3% | $4,906+3677.6% | $10,885+1602.4% |