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 | $304,402 | $102,317+197.5% | $146,958+107.1% | $80,856+276.5% |
| Participation rate | 98.1% | 75.8%+22.2pp | 82.2%+15.9pp | 67.6%+30.4pp |
| Annual return | 17.49% | 134.76%-117.3pp | 418.34%-400.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $18,735 | $3,713+404.6% | $4,933+279.8% | $2,755+580.1% |
| Participant deferral / active EE | $9,283 | $6,644+39.7% | $8,070+15.0% | $4,296+116.1% |
| Admin fee / account holder | $52,112 | $7,941+556.2% | $12,998+300.9% | $6,918+653.3% |