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 | $408,141 | $102,317+298.9% | $146,958+177.7% | $80,856+404.8% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.4pp | 67.6%+25.0pp |
| Annual return | 12.78% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $13,921 | $3,713+274.9% | $4,933+182.2% | $2,755+405.3% |
| Participant deferral / active EE | $17,952 | $6,644+170.2% | $8,070+122.5% | $4,296+317.9% |
| Admin fee / account holder | $161,708 | $7,941+1936.3% | $12,998+1144.1% | $6,918+2237.5% |