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 | $554,575 | $102,317+442.0% | $146,958+277.4% | $80,856+585.9% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 14.82% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $6,639 | $3,713+78.8% | $4,933+34.6% | $2,755+141.0% |
| Participant deferral / active EE | $16,441 | $6,644+147.5% | $8,070+103.7% | $4,296+282.7% |
| Admin fee / account holder | $58,525 | $7,941+637.0% | $12,998+350.3% | $6,918+746.0% |