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 | $514,086 | $90,348+469.0% | $75,972+576.7% | $145,922+252.3% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 9.88% | 620.88%-611.0pp | 359.55%-349.7pp | 561.29%-551.4pp |
| Employer contribution / active EE | $20,836 | $3,311+529.3% | $2,685+676.0% | $4,660+347.2% |
| Participant deferral / active EE | $1,407 | $5,162-72.7% | $4,255-66.9% | $6,688-79.0% |
| Admin fee / account holder | $53,454 | $8,467+531.3% | $6,467+726.6% | $13,397+299.0% |