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 | $394,293 | $153,772+156.4% | $133,980+194.3% | $273,961+43.9% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 183.27% | 36.51%+146.8pp | 29.30%+154.0pp | 41.45%+141.8pp |
| Employer contribution / active EE | $13,530 | $6,029+124.4% | $5,211+159.6% | $4,869+177.9% |
| Participant deferral / active EE | $11,905 | $6,958+71.1% | $6,282+89.5% | $5,287+125.2% |
| Admin fee / account holder | $74,275 | $11,765+531.3% | $9,324+696.6% | $10,132+633.1% |