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 | $478,257 | $102,317+367.4% | $146,958+225.4% | $80,856+491.5% |
| Participation rate | 96.1% | 75.8%+20.2pp | 82.2%+13.9pp | 67.6%+28.4pp |
| Annual return | 13.78% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $19,201 | $3,713+417.1% | $4,933+289.2% | $2,755+597.0% |
| Participant deferral / active EE | $17,333 | $6,644+160.9% | $8,070+114.8% | $4,296+303.5% |
| Admin fee / account holder | $8,482 | $7,941+6.8% | $12,998-34.7% | $6,918+22.6% |