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 | $607,203 | $102,317+493.5% | $146,958+313.2% | $80,856+651.0% |
| Participation rate | 95.7% | 75.8%+19.8pp | 82.2%+13.5pp | 67.6%+28.0pp |
| Annual return | 13.53% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $13,671 | $3,713+268.2% | $4,933+177.1% | $2,755+396.3% |
| Participant deferral / active EE | $17,637 | $6,644+165.5% | $8,070+118.5% | $4,296+310.6% |
| Admin fee / account holder | $21,786 | $7,941+174.3% | $12,998+67.6% | $6,918+214.9% |