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 | $461,471 | $102,317+351.0% | $146,958+214.0% | $80,856+470.7% |
| Participation rate | 83.1% | 75.8%+7.3pp | 82.2%+1.0pp | 67.6%+15.5pp |
| Annual return | 20.21% | 134.76%-114.6pp | 418.34%-398.1pp | 35.59%-15.4pp |
| Employer contribution / active EE | $5,785 | $3,713+55.8% | $4,933+17.3% | $2,755+110.0% |
| Participant deferral / active EE | $9,926 | $6,644+49.4% | $8,070+23.0% | $4,296+131.1% |
| Admin fee / account holder | $40,892 | $7,941+414.9% | $12,998+214.6% | $6,918+491.1% |