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 | $426,798 | $108,919+291.8% | $100,391+325.1% | $145,922+192.5% |
| Participation rate | 92.9% | 82.9%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 17.66% | 57.88%-40.2pp | 49.20%-31.5pp | 561.29%-543.6pp |
| Employer contribution / active EE | $4,779 | $4,419+8.1% | $3,942+21.2% | $4,660+2.6% |
| Participant deferral / active EE | $4,490 | $8,445-46.8% | $8,082-44.4% | $6,688-32.9% |
| Admin fee / account holder | $2,255 | $9,689-76.7% | $7,899-71.5% | $13,397-83.2% |