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 | $309,602 | $76,738+303.5% | $56,411+448.8% | $145,922+112.2% |
| Participation rate | 94.1% | 63.2%+30.9pp | 52.5%+41.7pp | 80.3%+13.8pp |
| Annual return | 12.35% | 2994.23%-2981.9pp | 1701.33%-1689.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $11,103 | $1,380+704.6% | $1,039+969.0% | $4,660+138.3% |
| Participant deferral / active EE | $10,264 | $2,623+291.4% | $1,952+425.9% | $6,688+53.5% |
| Admin fee / account holder | $3,268 | $3,334-2.0% | $2,829+15.5% | $13,397-75.6% |