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 | $456,441 | $185,822+145.6% | $169,993+168.5% | $139,434+227.4% |
| Participation rate | 95.5% | 87.8%+7.7pp | 87.0%+8.5pp | 80.3%+15.1pp |
| Annual return | 18.47% | 60.50%-42.0pp | 53.37%-34.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $5,812 | $7,590-23.4% | $6,785-14.3% | $4,751+22.3% |
| Participant deferral / active EE | $14,239 | $11,622+22.5% | $10,408+36.8% | $6,710+112.2% |
| Admin fee / account holder | $654 | $15,381-95.7% | $12,815-94.9% | $11,403-94.3% |