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 | $357,515 | $65,561+445.3% | $86,188+314.8% | $75,163+375.7% |
| Participation rate | 84.0% | 60.5%+23.5pp | 69.0%+15.0pp | 67.2%+16.8pp |
| Annual return | 18.23% | 46.05%-27.8pp | 1168.45%-1150.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $10,334 | $1,553+565.6% | $2,380+334.2% | $2,670+287.1% |
| Participant deferral / active EE | $9,379 | $3,024+210.2% | $3,985+135.3% | $4,125+127.4% |
| Admin fee / account holder | $9,680 | $5,474+76.8% | $6,852+41.3% | $5,651+71.3% |