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 | $395,036 | $102,382+285.8% | $147,005+168.7% | $80,874+388.5% |
| Participation rate | 96.3% | 75.8%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 14.03% | 134.89%-120.9pp | 418.76%-404.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $11,995 | $3,715+222.9% | $4,934+143.1% | $2,756+335.3% |
| Participant deferral / active EE | $12,621 | $6,646+89.9% | $8,070+56.4% | $4,297+193.7% |
| Admin fee / account holder | $40,640 | $7,942+411.7% | $13,006+212.5% | $6,935+486.0% |