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 | $330,406 | $102,317+222.9% | $146,958+124.8% | $80,856+308.6% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 19.96% | 134.76%-114.8pp | 418.34%-398.4pp | 35.59%-15.6pp |
| Employer contribution / active EE | $6,301 | $3,713+69.7% | $4,933+27.7% | $2,755+128.7% |
| Participant deferral / active EE | $8,615 | $6,644+29.7% | $8,070+6.8% | $4,296+100.5% |
| Admin fee / account holder | $27,580 | $7,941+247.3% | $12,998+112.2% | $6,918+298.7% |