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 | $718,514 | $102,317+602.2% | $146,958+388.9% | $80,856+788.6% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.2%+4.9pp | 67.6%+19.5pp |
| Annual return | 15.64% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $22,465 | $3,713+505.0% | $4,933+355.4% | $2,755+715.5% |
| Participant deferral / active EE | $5,679 | $6,644-14.5% | $8,070-29.6% | $4,296+32.2% |
| Admin fee / account holder | $195,385 | $7,941+2360.4% | $12,998+1403.2% | $6,918+2724.3% |