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 | $396,089 | $97,125+307.8% | $86,233+359.3% | $137,256+188.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 144.46% | 74.19%+70.3pp | 61.39%+83.1pp | 220.34%-75.9pp |
| Employer contribution / active EE | $7,423 | $2,841+161.3% | $2,504+196.4% | $4,156+78.6% |
| Participant deferral / active EE | $7,279 | $5,180+40.5% | $4,559+59.7% | $6,407+13.6% |
| Admin fee / account holder | $19,001 | $9,725+95.4% | $8,342+127.8% | $12,270+54.9% |