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 | $462,721 | $102,317+352.2% | $146,958+214.9% | $80,856+472.3% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 13.38% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $14,286 | $3,713+284.7% | $4,933+189.6% | $2,755+418.6% |
| Participant deferral / active EE | $13,169 | $6,644+98.2% | $8,070+63.2% | $4,296+206.6% |
| Admin fee / account holder | $11,253 | $7,941+41.7% | $12,998-13.4% | $6,918+62.7% |