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 | $496,116 | $102,317+384.9% | $146,958+237.6% | $80,856+513.6% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.2%-2.7pp | 67.6%+11.8pp |
| Annual return | 14.55% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $8,851 | $3,713+138.4% | $4,933+79.4% | $2,755+221.3% |
| Participant deferral / active EE | $9,569 | $6,644+44.0% | $8,070+18.6% | $4,296+122.8% |
| Admin fee / account holder | $16,174 | $7,941+103.7% | $12,998+24.4% | $6,918+133.8% |