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 | $410,834 | $107,334+282.8% | $92,893+342.3% | $152,861+168.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.58% | 145.58%-128.0pp | 109.41%-91.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $23,348 | $4,221+453.1% | $3,653+539.2% | $4,762+390.3% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $9,237 | $7,079+30.5% | $5,794+59.4% | $11,596-20.4% |