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 | $530,843 | $115,770+358.5% | $101,248+424.3% | $158,922+234.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 58.64% | 56.14%+2.5pp | 46.47%+12.2pp | 302.83%-244.2pp |
| Employer contribution / active EE | $5,606 | $4,175+34.3% | $3,660+53.2% | $4,761+17.7% |
| Participant deferral / active EE | $13,431 | $4,957+170.9% | $4,370+207.3% | $5,982+124.5% |
| Admin fee / account holder | $2,664 | $7,245-63.2% | $5,945-55.2% | $11,246-76.3% |