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 | $360,794 | $58,208+519.8% | $81,812+341.0% | $80,856+346.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.07% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $8,037 | $2,340+243.5% | $2,912+176.0% | $2,755+191.8% |
| Participant deferral / active EE | $14,728 | $3,281+348.9% | $4,319+241.0% | $4,296+242.8% |
| Admin fee / account holder | $16,045 | $4,981+222.1% | $7,386+117.2% | $6,918+131.9% |