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 | $725,171 | $102,317+608.8% | $146,958+393.5% | $80,856+796.9% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.2%+16.6pp | 67.6%+31.2pp |
| Annual return | 12.88% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $11,913 | $3,713+220.8% | $4,933+141.5% | $2,755+332.4% |
| Participant deferral / active EE | $13,033 | $6,644+96.2% | $8,070+61.5% | $4,296+203.4% |
| Admin fee / account holder | $44,745 | $7,941+463.4% | $12,998+244.2% | $6,918+546.8% |