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 | $696,750 | $102,317+581.0% | $146,958+374.1% | $80,856+761.7% |
| Participation rate | 97.8% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 19.31% | 134.76%-115.4pp | 418.34%-399.0pp | 35.59%-16.3pp |
| Employer contribution / active EE | $20,613 | $3,713+455.1% | $4,933+317.9% | $2,755+648.3% |
| Participant deferral / active EE | $9,420 | $6,644+41.8% | $8,070+16.7% | $4,296+119.3% |
| Admin fee / account holder | $134,053 | $7,941+1588.1% | $12,998+931.3% | $6,918+1837.8% |