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 | $415,773 | $102,317+306.4% | $146,958+182.9% | $80,856+414.2% |
| Participation rate | 98.8% | 75.8%+22.9pp | 82.2%+16.6pp | 67.6%+31.1pp |
| Annual return | 18.73% | 134.76%-116.0pp | 418.34%-399.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $33,722 | $3,713+808.2% | $4,933+583.6% | $2,755+1124.1% |
| Participant deferral / active EE | $18,453 | $6,644+177.8% | $8,070+128.7% | $4,296+329.6% |
| Admin fee / account holder | $21,371 | $7,941+169.1% | $12,998+64.4% | $6,918+208.9% |