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 | $465,362 | $177,572+162.1% | $154,803+200.6% | $142,382+226.8% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 16.51% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $27,855 | $4,810+479.0% | $4,305+547.0% | $4,299+547.9% |
| Participant deferral / active EE | $28,485 | $6,272+354.2% | $5,540+414.1% | $6,507+337.7% |
| Admin fee / account holder | $43,578 | $16,786+159.6% | $14,329+204.1% | $12,624+245.2% |