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 | $782,895 | $102,317+665.2% | $146,958+432.7% | $80,856+868.3% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 16.46% | 134.76%-118.3pp | 418.34%-401.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $9,749 | $3,713+162.5% | $4,933+97.6% | $2,755+253.9% |
| Participant deferral / active EE | $12,986 | $6,644+95.5% | $8,070+60.9% | $4,296+202.3% |
| Admin fee / account holder | $32,281 | $7,941+306.5% | $12,998+148.4% | $6,918+366.6% |