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 | $459,403 | $102,382+348.7% | $147,005+212.5% | $80,874+468.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.73% | 134.89%-118.2pp | 418.76%-402.0pp | 35.62%-18.9pp |
| Employer contribution / active EE | $6,655 | $3,715+79.1% | $4,934+34.9% | $2,756+141.5% |
| Participant deferral / active EE | $15,071 | $6,646+126.7% | $8,070+86.8% | $4,297+250.7% |
| Admin fee / account holder | $11,365 | $7,942+43.1% | $13,006-12.6% | $6,935+63.9% |