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 | $424,301 | $102,317+314.7% | $146,958+188.7% | $80,856+424.8% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 17.29% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $14,644 | $3,713+294.4% | $4,933+196.9% | $2,755+431.6% |
| Participant deferral / active EE | $11,088 | $6,644+66.9% | $8,070+37.4% | $4,296+158.1% |
| Admin fee / account holder | $9,300 | $7,941+17.1% | $12,998-28.5% | $6,918+34.4% |