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 | $304,623 | $123,909+145.8% | $69,647+337.4% | $145,922+108.8% |
| Participation rate | 88.9% | 69.2%+19.7pp | 66.5%+22.4pp | 80.3%+8.6pp |
| Annual return | 10.22% | 190.55%-180.3pp | 100.48%-90.3pp | 561.29%-551.1pp |
| Employer contribution / active EE | $3,280 | $2,682+22.3% | $1,712+91.5% | $4,660-29.6% |
| Participant deferral / active EE | $9,932 | $4,236+134.5% | $2,886+244.2% | $6,688+48.5% |
| Admin fee / account holder | $66,322 | $7,863+743.5% | $4,713+1307.3% | $13,397+395.1% |