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 | $362,144 | $210,648+71.9% | $177,989+103.5% | $145,922+148.2% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 19.17% | 385.86%-366.7pp | 294.48%-275.3pp | 561.29%-542.1pp |
| Employer contribution / active EE | $3,385 | $4,565-25.8% | $3,949-14.3% | $4,660-27.4% |
| Participant deferral / active EE | $8,639 | $6,958+24.2% | $6,276+37.6% | $6,688+29.2% |
| Admin fee / account holder | $612 | $12,013-94.9% | $10,363-94.1% | $13,397-95.4% |