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 | $548,091 | $105,998+417.1% | $92,233+494.2% | $147,584+271.4% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | 11.26% | 50.05%-38.8pp | 176.28%-165.0pp | 578.55%-567.3pp |
| Employer contribution / active EE | $14,065 | $4,333+224.6% | $3,679+282.3% | $4,876+188.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $37,454 | $6,332+491.5% | $5,194+621.2% | $10,885+244.1% |