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 | $466,163 | $102,317+355.6% | $146,958+217.2% | $80,856+476.5% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.2%+8.2pp | 67.6%+22.7pp |
| Annual return | 15.65% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $14,870 | $3,713+300.5% | $4,933+201.4% | $2,755+439.8% |
| Participant deferral / active EE | $14,628 | $6,644+120.2% | $8,070+81.3% | $4,296+240.5% |
| Admin fee / account holder | $11,251 | $7,941+41.7% | $12,998-13.4% | $6,918+62.6% |