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 | $324,677 | $156,846+107.0% | $121,098+168.1% | $139,434+132.9% |
| Participation rate | 94.7% | 76.4%+18.3pp | 69.5%+25.3pp | 80.3%+14.4pp |
| Annual return | 15.77% | 1474.56%-1458.8pp | 985.75%-970.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $20,535 | $5,536+270.9% | $4,164+393.2% | $4,751+332.2% |
| Participant deferral / active EE | $8,353 | $4,844+72.4% | $4,080+104.7% | $6,710+24.5% |
| Admin fee / account holder | $41,887 | $6,946+503.1% | $5,644+642.1% | $11,403+267.4% |