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 | $381,599 | $102,317+273.0% | $146,958+159.7% | $80,856+371.9% |
| Participation rate | 90.5% | 75.8%+14.6pp | 82.2%+8.3pp | 67.6%+22.8pp |
| Annual return | 15.05% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $13,214 | $3,713+255.9% | $4,933+167.9% | $2,755+379.7% |
| Participant deferral / active EE | $13,511 | $6,644+103.4% | $8,070+67.4% | $4,296+214.5% |
| Admin fee / account holder | $7,462 | $7,941-6.0% | $12,998-42.6% | $6,918+7.9% |