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 | $471,125 | $105,998+344.5% | $92,233+410.8% | $147,584+219.2% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 18.68% | 50.05%-31.4pp | 176.28%-157.6pp | 578.55%-559.9pp |
| Employer contribution / active EE | $28,283 | $4,333+552.7% | $3,679+668.7% | $4,876+480.0% |
| Participant deferral / active EE | $1,714 | $4,478-61.7% | $3,897-56.0% | $5,439-68.5% |
| Admin fee / account holder | $6,896 | $6,332+8.9% | $5,194+32.8% | $10,885-36.7% |