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 | $879,309 | $148,534+492.0% | $135,903+547.0% | $139,434+530.6% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 36.47% | 79.19%-42.7pp | 68.23%-31.8pp | 372.94%-336.5pp |
| Employer contribution / active EE | $17,951 | $5,243+242.4% | $4,856+269.7% | $4,751+277.9% |
| Participant deferral / active EE | $17,964 | $8,100+121.8% | $7,758+131.6% | $6,710+167.7% |
| Admin fee / account holder | $1,644 | $12,400-86.7% | $10,762-84.7% | $11,403-85.6% |