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 | $445,765 | $102,317+335.7% | $146,958+203.3% | $80,856+451.3% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.2%+15.3pp | 67.6%+29.9pp |
| Annual return | 28.61% | 134.76%-106.2pp | 418.34%-389.7pp | 35.59%-7.0pp |
| Employer contribution / active EE | $6,332 | $3,713+70.5% | $4,933+28.4% | $2,755+129.8% |
| Participant deferral / active EE | $6,970 | $6,644+4.9% | $8,070-13.6% | $4,296+62.2% |
| Admin fee / account holder | $7,314 | $7,941-7.9% | $12,998-43.7% | $6,918+5.7% |