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 | $474,280 | $96,305+392.5% | $80,569+488.7% | $139,434+240.1% |
| Participation rate | 93.8% | 73.6%+20.1pp | 67.0%+26.8pp | 80.3%+13.4pp |
| Annual return | 12.49% | 1350.08%-1337.6pp | 935.43%-922.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $23,159 | $3,262+610.0% | $2,723+750.4% | $4,751+387.5% |
| Participant deferral / active EE | $0 | $5,232-100.0% | $4,447-100.0% | $6,710-100.0% |
| Admin fee / account holder | $4,941 | $6,599-25.1% | $5,377-8.1% | $11,403-56.7% |