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 | $386,718 | $102,317+278.0% | $146,958+163.1% | $80,856+378.3% |
| Participation rate | 95.5% | 75.8%+19.6pp | 82.2%+13.3pp | 67.6%+27.8pp |
| Annual return | 17.75% | 134.76%-117.0pp | 418.34%-400.6pp | 35.59%-17.8pp |
| Employer contribution / active EE | $9,342 | $3,713+151.6% | $4,933+89.4% | $2,755+239.1% |
| Participant deferral / active EE | $8,268 | $6,644+24.5% | $8,070+2.5% | $4,296+92.5% |
| Admin fee / account holder | $74,589 | $7,941+839.3% | $12,998+473.8% | $6,918+978.2% |