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 | $394,550 | $102,317+285.6% | $146,958+168.5% | $80,856+388.0% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.2%+13.2pp | 67.6%+27.7pp |
| Annual return | 14.36% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,283 | $3,713-11.6% | $4,933-33.4% | $2,755+19.2% |
| Participant deferral / active EE | $9,544 | $6,644+43.7% | $8,070+18.3% | $4,296+122.2% |
| Admin fee / account holder | $19,513 | $7,941+145.7% | $12,998+50.1% | $6,918+182.1% |