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 | $262,713 | $49,173+434.3% | $121,098+116.9% | $75,163+249.5% |
| Participation rate | 98.1% | 55.4%+42.7pp | 69.5%+28.6pp | 67.2%+30.9pp |
| Annual return | 15.14% | 55.99%-40.9pp | 985.75%-970.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $6,081 | $1,546+293.4% | $4,164+46.0% | $2,670+127.8% |
| Participant deferral / active EE | $11,086 | $2,628+321.9% | $4,080+171.8% | $4,125+168.8% |
| Admin fee / account holder | $29,983 | $3,942+660.7% | $5,644+431.2% | $5,651+430.6% |