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 | $417,941 | $102,317+308.5% | $146,958+184.4% | $80,856+416.9% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.2%+12.4pp | 67.6%+27.0pp |
| Annual return | 18.46% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.1pp |
| Employer contribution / active EE | $11,734 | $3,713+216.0% | $4,933+137.9% | $2,755+325.9% |
| Participant deferral / active EE | $11,209 | $6,644+68.7% | $8,070+38.9% | $4,296+160.9% |
| Admin fee / account holder | $28,766 | $7,941+262.2% | $12,998+121.3% | $6,918+315.8% |