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 | $554,751 | $98,750+461.8% | $149,696+270.6% | $79,858+594.7% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.5%+14.5pp | 69.6%+27.3pp |
| Annual return | 13.51% | 27.43%-13.9pp | 276.60%-263.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $13,817 | $3,216+329.6% | $4,644+197.5% | $2,471+459.2% |
| Participant deferral / active EE | $11,496 | $5,680+102.4% | $6,842+68.0% | $3,740+207.4% |
| Admin fee / account holder | $25,726 | $6,053+325.0% | $9,309+176.4% | $5,306+384.8% |