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 | $820,654 | $102,317+702.1% | $146,958+458.4% | $80,856+915.0% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 14.36% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $16,592 | $3,713+346.9% | $4,933+236.4% | $2,755+502.3% |
| Participant deferral / active EE | $11,635 | $6,644+75.1% | $8,070+44.2% | $4,296+170.8% |
| Admin fee / account holder | $26,522 | $7,941+234.0% | $12,998+104.0% | $6,918+283.4% |