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 | $278,374 | $63,346+339.5% | $92,233+201.8% | $70,131+296.9% |
| Participation rate | 90.4% | 68.7%+21.7pp | 76.5%+13.9pp | 69.5%+20.8pp |
| Annual return | 38.08% | 530.12%-492.0pp | 176.28%-138.2pp | 73.14%-35.1pp |
| Employer contribution / active EE | $7,124 | $2,471+188.3% | $3,679+93.6% | $2,342+204.1% |
| Participant deferral / active EE | $8,293 | $2,854+190.6% | $3,897+112.8% | $3,332+148.9% |
| Admin fee / account holder | $47,384 | $3,840+1133.9% | $5,194+812.4% | $4,645+920.0% |