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 | $407,451 | $102,317+298.2% | $146,958+177.3% | $80,856+403.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.50% | 134.76%-117.3pp | 418.34%-400.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $11,696 | $3,713+215.0% | $4,933+137.1% | $2,755+324.5% |
| Participant deferral / active EE | $12,460 | $6,644+87.5% | $8,070+54.4% | $4,296+190.0% |
| Admin fee / account holder | $14,448 | $7,941+81.9% | $12,998+11.2% | $6,918+108.9% |