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 | $516,744 | $53,516+865.6% | $126,539+308.4% | $84,808+509.3% |
| Participation rate | 89.5% | 58.2%+31.2pp | 69.8%+19.7pp | 68.3%+21.2pp |
| Annual return | 14.82% | 58.34%-43.5pp | 425.95%-411.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $8,760 | $1,535+470.8% | $3,674+138.4% | $2,631+233.0% |
| Participant deferral / active EE | $10,163 | $2,671+280.5% | $4,083+148.9% | $4,212+141.3% |
| Admin fee / account holder | $8,033 | $4,497+78.7% | $6,065+32.5% | $7,344+9.4% |