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 | $976,400 | $102,317+854.3% | $146,958+564.4% | $80,856+1107.6% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.2%+10.9pp | 67.6%+25.5pp |
| Annual return | 12.59% | 134.76%-122.2pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $29,669 | $3,713+699.0% | $4,933+501.4% | $2,755+977.0% |
| Participant deferral / active EE | $14,367 | $6,644+116.2% | $8,070+78.0% | $4,296+234.4% |
| Admin fee / account holder | $79,978 | $7,941+907.1% | $12,998+515.3% | $6,918+1056.1% |