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 9-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 | $253,931 | $102,317+148.2% | $146,958+72.8% | $80,856+214.1% |
| Participation rate | 95.5% | 75.8%+19.6pp | 82.2%+13.3pp | 67.6%+27.8pp |
| Annual return | 22.66% | 134.76%-112.1pp | 418.34%-395.7pp | 35.59%-12.9pp |
| Employer contribution / active EE | $5,585 | $3,713+50.4% | $4,933+13.2% | $2,755+102.8% |
| Participant deferral / active EE | $23,418 | $6,644+252.5% | $8,070+190.2% | $4,296+445.1% |
| Admin fee / account holder | $42,602 | $7,941+436.5% | $12,998+227.8% | $6,918+515.8% |