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 | $437,531 | $102,317+327.6% | $146,958+197.7% | $80,856+441.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.86% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $14,910 | $3,713+301.6% | $4,933+202.3% | $2,755+441.2% |
| Participant deferral / active EE | $8,144 | $6,644+22.6% | $8,070+0.9% | $4,296+89.6% |
| Admin fee / account holder | $9,874 | $7,941+24.3% | $12,998-24.0% | $6,918+42.7% |