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 | $401,845 | $90,348+344.8% | $75,972+428.9% | $145,922+175.4% |
| Participation rate | 90.9% | 74.5%+16.5pp | 69.1%+21.9pp | 80.3%+10.6pp |
| Annual return | 18.85% | 620.88%-602.0pp | 359.55%-340.7pp | 561.29%-542.4pp |
| Employer contribution / active EE | $9,344 | $3,311+182.2% | $2,685+248.0% | $4,660+100.5% |
| Participant deferral / active EE | $19,698 | $5,162+281.6% | $4,255+362.9% | $6,688+194.5% |
| Admin fee / account holder | $21,903 | $8,467+158.7% | $6,467+238.7% | $13,397+63.5% |