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 | $258,619 | $102,317+152.8% | $146,958+76.0% | $80,856+219.8% |
| Participation rate | 94.9% | 75.8%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 14.28% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $9,250 | $3,713+149.1% | $4,933+87.5% | $2,755+235.8% |
| Participant deferral / active EE | $14,920 | $6,644+124.6% | $8,070+84.9% | $4,296+247.3% |
| Admin fee / account holder | $14,272 | $7,941+79.7% | $12,998+9.8% | $6,918+106.3% |