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 | $353,333 | $95,416+270.3% | $185,823+90.1% | $85,850+311.6% |
| Participation rate | 98.8% | 68.8%+30.1pp | 81.7%+17.1pp | 69.3%+29.5pp |
| Annual return | 13.66% | 23.59%-9.9pp | 122.05%-108.4pp | 318.53%-304.9pp |
| Employer contribution / active EE | $12,605 | $3,314+280.4% | $5,167+143.9% | $2,565+391.4% |
| Participant deferral / active EE | $6,484 | $3,423+89.4% | $5,568+16.4% | $3,952+64.1% |
| Admin fee / account holder | $42,614 | $7,213+490.8% | $16,237+162.4% | $6,260+580.8% |