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 | $310,359 | $98,750+214.3% | $149,696+107.3% | $79,858+288.6% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | 18.59% | 27.43%-8.8pp | 276.60%-258.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $8,462 | $3,216+163.1% | $4,644+82.2% | $2,471+242.5% |
| Participant deferral / active EE | $8,280 | $5,680+45.8% | $6,842+21.0% | $3,740+121.4% |
| Admin fee / account holder | $26,800 | $6,053+342.8% | $9,309+187.9% | $5,306+405.1% |