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 | $675,798 | $102,317+560.5% | $146,958+359.9% | $80,856+735.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.57% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $11,700 | $3,713+215.1% | $4,933+137.2% | $2,755+324.7% |
| Participant deferral / active EE | $16,161 | $6,644+143.3% | $8,070+100.3% | $4,296+276.2% |
| Admin fee / account holder | $6,635 | $7,941-16.4% | $12,998-49.0% | $6,918-4.1% |