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 | $290,146 | $102,317+183.6% | $146,958+97.4% | $80,856+258.8% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.2%+16.0pp | 67.6%+30.5pp |
| Annual return | 13.69% | 134.76%-121.1pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $9,501 | $3,713+155.9% | $4,933+92.6% | $2,755+244.9% |
| Participant deferral / active EE | $14,778 | $6,644+122.4% | $8,070+83.1% | $4,296+244.0% |
| Admin fee / account holder | $57,706 | $7,941+626.7% | $12,998+344.0% | $6,918+734.2% |