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 | $342,615 | $102,317+234.9% | $146,958+133.1% | $80,856+323.7% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 14.90% | 134.76%-119.9pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $9,718 | $3,713+161.7% | $4,933+97.0% | $2,755+252.8% |
| Participant deferral / active EE | $13,102 | $6,644+97.2% | $8,070+62.4% | $4,296+205.0% |
| Admin fee / account holder | $32,534 | $7,941+309.7% | $12,998+150.3% | $6,918+370.3% |