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 | $330,872 | $102,317+223.4% | $146,958+125.1% | $80,856+309.2% |
| Participation rate | 90.5% | 75.8%+14.6pp | 82.2%+8.3pp | 67.6%+22.8pp |
| Annual return | 19.13% | 134.76%-115.6pp | 418.34%-399.2pp | 35.59%-16.5pp |
| Employer contribution / active EE | $7,806 | $3,713+110.2% | $4,933+58.2% | $2,755+183.4% |
| Participant deferral / active EE | $8,737 | $6,644+31.5% | $8,070+8.3% | $4,296+103.4% |
| Admin fee / account holder | $30,375 | $7,941+282.5% | $12,998+133.7% | $6,918+339.1% |