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 | $473,337 | $138,065+242.8% | $123,544+283.1% | $135,375+249.6% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | 95.32% | 153.68%-58.4pp | 119.20%-23.9pp | 519.73%-424.4pp |
| Employer contribution / active EE | $11,880 | $5,151+130.6% | $4,628+156.7% | $4,779+148.6% |
| Participant deferral / active EE | $3,396 | $6,799-50.1% | $6,426-47.2% | $5,609-39.5% |
| Admin fee / account holder | $21,092 | $10,916+93.2% | $9,284+127.2% | $10,827+94.8% |