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 | $395,514 | $109,413+261.5% | $156,263+153.1% | $84,808+366.4% |
| Participation rate | 82.1% | 72.7%+9.4pp | 78.9%+3.1pp | 68.3%+13.7pp |
| Annual return | 430.47% | 20.18%+410.3pp | 59.47%+371.0pp | 40.90%+389.6pp |
| Employer contribution / active EE | $2,618 | $2,907-9.9% | $4,333-39.6% | $2,631-0.5% |
| Participant deferral / active EE | $10,980 | $4,590+139.2% | $6,158+78.3% | $4,212+160.7% |
| Admin fee / account holder | $18,870 | $9,357+101.7% | $14,255+32.4% | $7,344+157.0% |