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 | $273,580 | $102,317+167.4% | $146,958+86.2% | $80,856+238.4% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 14.20% | 134.76%-120.6pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $13,972 | $3,713+276.3% | $4,933+183.2% | $2,755+407.2% |
| Participant deferral / active EE | $10,757 | $6,644+61.9% | $8,070+33.3% | $4,296+150.4% |
| Admin fee / account holder | $23,174 | $7,941+191.8% | $12,998+78.3% | $6,918+235.0% |