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 | $663,437 | $102,317+548.4% | $146,958+351.4% | $80,856+720.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 20.14% | 134.76%-114.6pp | 418.34%-398.2pp | 35.59%-15.5pp |
| Employer contribution / active EE | $10,876 | $3,713+192.9% | $4,933+120.5% | $2,755+294.8% |
| Participant deferral / active EE | $30,351 | $6,644+356.8% | $8,070+276.1% | $4,296+606.5% |
| Admin fee / account holder | $26,832 | $7,941+237.9% | $12,998+106.4% | $6,918+287.9% |