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 | $289,373 | $102,317+182.8% | $146,958+96.9% | $80,856+257.9% |
| Participation rate | 98.7% | 75.8%+22.8pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 20.13% | 134.76%-114.6pp | 418.34%-398.2pp | 35.59%-15.5pp |
| Employer contribution / active EE | $6,571 | $3,713+77.0% | $4,933+33.2% | $2,755+138.5% |
| Participant deferral / active EE | $11,224 | $6,644+68.9% | $8,070+39.1% | $4,296+161.3% |
| Admin fee / account holder | $9,470 | $7,941+19.3% | $12,998-27.1% | $6,918+36.9% |