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 | $327,936 | $102,317+220.5% | $146,958+123.2% | $80,856+305.6% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.2%+16.1pp | 67.6%+30.6pp |
| Annual return | 17.06% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.5pp |
| Employer contribution / active EE | $15,152 | $3,713+308.1% | $4,933+207.2% | $2,755+450.0% |
| Participant deferral / active EE | $11,975 | $6,644+80.2% | $8,070+48.4% | $4,296+178.8% |
| Admin fee / account holder | $2,629 | $7,941-66.9% | $12,998-79.8% | $6,918-62.0% |