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 5-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 | $446,215 | $102,317+336.1% | $146,958+203.6% | $80,856+451.9% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.2%+5.0pp | 67.6%+19.5pp |
| Annual return | 54.25% | 134.76%-80.5pp | 418.34%-364.1pp | 35.59%+18.7pp |
| Employer contribution / active EE | $24,383 | $3,713+556.7% | $4,933+394.3% | $2,755+785.1% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $18,394 | $7,941+131.6% | $12,998+41.5% | $6,918+165.9% |