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 | $372,950 | $144,119+158.8% | $117,854+216.4% | $147,584+152.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.37% | 531.15%-521.8pp | 335.08%-325.7pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,575 | $4,896-67.8% | $3,786-58.4% | $4,876-67.7% |
| Participant deferral / active EE | $15,348 | $5,316+188.7% | $4,482+242.5% | $5,439+182.2% |
| Admin fee / account holder | $32,446 | $10,886+198.1% | $8,020+304.6% | $10,885+198.1% |