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 | $873,008 | $102,317+753.2% | $146,958+494.1% | $80,856+979.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 16.96% | 134.76%-117.8pp | 418.34%-401.4pp | 35.59%-18.6pp |
| Employer contribution / active EE | $16,413 | $3,713+342.0% | $4,933+232.7% | $2,755+495.8% |
| Participant deferral / active EE | $14,749 | $6,644+122.0% | $8,070+82.8% | $4,296+243.3% |
| Admin fee / account holder | $59,173 | $7,941+645.1% | $12,998+355.2% | $6,918+755.4% |