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 | $715,084 | $102,317+598.9% | $146,958+386.6% | $80,856+784.4% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 18.32% | 134.76%-116.4pp | 418.34%-400.0pp | 35.59%-17.3pp |
| Employer contribution / active EE | $10,920 | $3,713+194.1% | $4,933+121.4% | $2,755+296.4% |
| Participant deferral / active EE | $15,026 | $6,644+126.2% | $8,070+86.2% | $4,296+249.8% |
| Admin fee / account holder | $224,612 | $7,941+2728.4% | $12,998+1628.0% | $6,918+3146.8% |