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 | $884,678 | $209,411+322.5% | $178,490+395.6% | $158,922+456.7% |
| Participation rate | 94.1% | 86.3%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 6.74% | 188.75%-182.0pp | 151.07%-144.3pp | 302.83%-296.1pp |
| Employer contribution / active EE | $4,593 | $5,706-19.5% | $5,011-8.3% | $4,761-3.5% |
| Participant deferral / active EE | $16,177 | $5,954+171.7% | $5,202+211.0% | $5,982+170.4% |
| Admin fee / account holder | $31,540 | $17,074+84.7% | $13,984+125.5% | $11,246+180.5% |