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 | $471,994 | $102,317+361.3% | $146,958+221.2% | $80,856+483.7% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 13.97% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $7,818 | $3,713+110.5% | $4,933+58.5% | $2,755+183.8% |
| Participant deferral / active EE | $10,402 | $6,644+56.6% | $8,070+28.9% | $4,296+142.2% |
| Admin fee / account holder | $1,839 | $7,941-76.8% | $12,998-85.9% | $6,918-73.4% |