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 | $285,638 | $63,346+350.9% | $92,233+209.7% | $70,131+307.3% |
| Participation rate | 96.4% | 68.7%+27.7pp | 76.5%+19.9pp | 69.5%+26.8pp |
| Annual return | 12.54% | 530.12%-517.6pp | 176.28%-163.7pp | 73.14%-60.6pp |
| Employer contribution / active EE | $10,267 | $2,471+315.5% | $3,679+179.1% | $2,342+338.3% |
| Participant deferral / active EE | $8,605 | $2,854+201.5% | $3,897+120.8% | $3,332+158.3% |
| Admin fee / account holder | $8,280 | $3,840+115.6% | $5,194+59.4% | $4,645+78.3% |