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 | $384,315 | $95,416+302.8% | $185,823+106.8% | $85,850+347.7% |
| Participation rate | 96.8% | 68.8%+28.0pp | 81.7%+15.1pp | 69.3%+27.5pp |
| Annual return | 16.19% | 23.59%-7.4pp | 122.05%-105.9pp | 318.53%-302.3pp |
| Employer contribution / active EE | $21,772 | $3,314+557.0% | $5,167+321.3% | $2,565+748.8% |
| Participant deferral / active EE | $16,302 | $3,423+376.2% | $5,568+192.8% | $3,952+312.5% |
| Admin fee / account holder | $28,046 | $7,213+288.8% | $16,237+72.7% | $6,260+348.0% |