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 | $804,905 | $102,317+686.7% | $146,958+447.7% | $80,856+895.5% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.2%+10.0pp | 67.6%+24.5pp |
| Annual return | 13.93% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $13,753 | $3,713+270.4% | $4,933+178.8% | $2,755+399.2% |
| Participant deferral / active EE | $11,589 | $6,644+74.4% | $8,070+43.6% | $4,296+169.8% |
| Admin fee / account holder | $130,132 | $7,941+1538.7% | $12,998+901.2% | $6,918+1781.1% |