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 | $872,005 | $138,044+531.7% | $125,339+595.7% | $134,475+548.5% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -14.98% | 750.33%-765.3pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $4,995 | $5,243-4.7% | $4,814+3.8% | $4,740+5.4% |
| Participant deferral / active EE | $12,078 | $7,799+54.9% | $7,446+62.2% | $6,400+88.7% |
| Admin fee / account holder | $14,556 | $11,571+25.8% | $10,010+45.4% | $11,426+27.4% |