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 | $457,054 | $202,318+125.9% | $172,739+164.6% | $152,861+199.0% |
| Participation rate | 86.4% | 87.1%-0.7pp | 82.6%+3.7pp | 82.4%+3.9pp |
| Annual return | 27.85% | 1029.65%-1001.8pp | 802.84%-775.0pp | 345.32%-317.5pp |
| Employer contribution / active EE | $17,272 | $5,856+195.0% | $5,143+235.9% | $4,762+262.7% |
| Participant deferral / active EE | $13,134 | $5,948+120.8% | $5,198+152.7% | $5,850+124.5% |
| Admin fee / account holder | $7,788 | $17,109-54.5% | $13,954-44.2% | $11,596-32.8% |