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 | $876,977 | $102,317+757.1% | $146,958+496.8% | $80,856+984.6% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.2%+15.0pp | 67.6%+29.5pp |
| Annual return | 14.30% | 134.76%-120.5pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $13,690 | $3,713+268.7% | $4,933+177.5% | $2,755+397.0% |
| Participant deferral / active EE | $18,764 | $6,644+182.4% | $8,070+132.5% | $4,296+336.8% |
| Admin fee / account holder | $58,794 | $7,941+640.4% | $12,998+352.3% | $6,918+749.9% |