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 | $488,689 | $202,318+141.5% | $172,739+182.9% | $152,861+219.7% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.4%+13.2pp |
| Annual return | 19.68% | 1029.65%-1010.0pp | 802.84%-783.2pp | 345.32%-325.6pp |
| Employer contribution / active EE | $17,391 | $5,856+197.0% | $5,143+238.2% | $4,762+265.2% |
| Participant deferral / active EE | $18,800 | $5,948+216.1% | $5,198+261.7% | $5,850+221.4% |
| Admin fee / account holder | $6,471 | $17,109-62.2% | $13,954-53.6% | $11,596-44.2% |