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 | $430,322 | $102,317+320.6% | $146,958+192.8% | $80,856+432.2% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.2%+12.4pp | 67.6%+27.0pp |
| Annual return | 14.21% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $13,840 | $3,713+272.7% | $4,933+180.6% | $2,755+402.4% |
| Participant deferral / active EE | $16,510 | $6,644+148.5% | $8,070+104.6% | $4,296+284.3% |
| Admin fee / account holder | $54,768 | $7,941+589.7% | $12,998+321.4% | $6,918+691.7% |