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 | $346,581 | $102,317+238.7% | $146,958+135.8% | $80,856+328.6% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.2%+13.2pp | 67.6%+27.7pp |
| Annual return | 13.63% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $5,530 | $3,713+48.9% | $4,933+12.1% | $2,755+100.7% |
| Participant deferral / active EE | $4,736 | $6,644-28.7% | $8,070-41.3% | $4,296+10.3% |
| Admin fee / account holder | $72,930 | $7,941+818.4% | $12,998+461.1% | $6,918+954.2% |