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 4-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 | $302,306 | $102,317+195.5% | $146,958+105.7% | $80,856+273.9% |
| Participation rate | 93.5% | 75.8%+17.6pp | 82.2%+11.3pp | 67.6%+25.8pp |
| Annual return | 20.39% | 134.76%-114.4pp | 418.34%-397.9pp | 35.59%-15.2pp |
| Employer contribution / active EE | $10,739 | $3,713+189.2% | $4,933+117.7% | $2,755+289.8% |
| Participant deferral / active EE | $12,940 | $6,644+94.8% | $8,070+60.3% | $4,296+201.2% |
| Admin fee / account holder | $3,858 | $7,941-51.4% | $12,998-70.3% | $6,918-44.2% |