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 | $492,977 | $102,317+381.8% | $146,958+235.5% | $80,856+509.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.81% | 134.76%-121.0pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $18,487 | $3,713+397.9% | $4,933+274.8% | $2,755+571.1% |
| Participant deferral / active EE | $11,073 | $6,644+66.7% | $8,070+37.2% | $4,296+157.8% |
| Admin fee / account holder | $5,951 | $7,941-25.1% | $12,998-54.2% | $6,918-14.0% |