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 | $301,420 | $102,317+194.6% | $146,958+105.1% | $80,856+272.8% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 17.73% | 134.76%-117.0pp | 418.34%-400.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $7,445 | $3,713+100.5% | $4,933+50.9% | $2,755+170.3% |
| Participant deferral / active EE | $8,433 | $6,644+26.9% | $8,070+4.5% | $4,296+96.3% |
| Admin fee / account holder | $10,252 | $7,941+29.1% | $12,998-21.1% | $6,918+48.2% |