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 | $324,384 | $102,317+217.0% | $146,958+120.7% | $80,856+301.2% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.2%+10.9pp | 67.6%+25.5pp |
| Annual return | 20.83% | 134.76%-113.9pp | 418.34%-397.5pp | 35.59%-14.8pp |
| Employer contribution / active EE | $6,626 | $3,713+78.4% | $4,933+34.3% | $2,755+140.5% |
| Participant deferral / active EE | $7,508 | $6,644+13.0% | $8,070-7.0% | $4,296+74.8% |
| Admin fee / account holder | $4,732 | $7,941-40.4% | $12,998-63.6% | $6,918-31.6% |