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 | $1,049,835 | $83,902+1151.3% | $167,512+526.7% | $84,808+1137.9% |
| Participation rate | 86.2% | 66.5%+19.7pp | 77.1%+9.1pp | 68.3%+17.9pp |
| Annual return | 13.80% | 91.55%-77.7pp | 1615.79%-1602.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $6,014 | $2,264+165.7% | $3,882+54.9% | $2,631+128.6% |
| Participant deferral / active EE | $12,418 | $4,442+179.5% | $6,405+93.9% | $4,212+194.8% |
| Admin fee / account holder | $83,611 | $7,915+956.3% | $9,769+755.9% | $7,344+1038.5% |