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 6-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 | $414,084 | $102,317+304.7% | $146,958+181.8% | $80,856+412.1% |
| Participation rate | 91.2% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 15.26% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $15,425 | $3,713+315.4% | $4,933+212.7% | $2,755+459.9% |
| Participant deferral / active EE | $15,163 | $6,644+128.2% | $8,070+87.9% | $4,296+253.0% |
| Admin fee / account holder | $8,054 | $7,941+1.4% | $12,998-38.0% | $6,918+16.4% |