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 | $632,538 | $124,281+409.0% | $109,143+479.6% | $167,490+277.7% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 85.40% | 26.04%+59.4pp | 25.75%+59.7pp | 478.56%-393.2pp |
| Employer contribution / active EE | $15,049 | $4,207+257.7% | $3,722+304.3% | $4,837+211.1% |
| Participant deferral / active EE | $12,273 | $5,255+133.5% | $4,653+163.8% | $6,341+93.5% |
| Admin fee / account holder | $11,274 | $7,970+41.5% | $6,752+67.0% | $12,309-8.4% |