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 | $513,620 | $58,208+782.4% | $81,812+527.8% | $80,856+535.2% |
| Participation rate | 90.2% | 63.4%+26.8pp | 72.3%+17.9pp | 67.6%+22.6pp |
| Annual return | 16.82% | 41.66%-24.8pp | 773.79%-757.0pp | 35.59%-18.8pp |
| Employer contribution / active EE | $18,248 | $2,340+679.8% | $2,912+526.6% | $2,755+562.4% |
| Participant deferral / active EE | $13,988 | $3,281+326.3% | $4,319+223.9% | $4,296+225.6% |
| Admin fee / account holder | $126,323 | $4,981+2435.9% | $7,386+1610.3% | $6,918+1726.0% |