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 9-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 | $352,791 | $70,587+399.8% | $124,672+183.0% | $85,850+310.9% |
| Participation rate | 97.3% | 64.4%+32.9pp | 74.6%+22.7pp | 69.3%+28.0pp |
| Annual return | 12.81% | 20688.83%-20676.0pp | 5142.93%-5130.1pp | 318.53%-305.7pp |
| Employer contribution / active EE | $3,354 | $1,913+75.3% | $3,324+0.9% | $2,565+30.7% |
| Participant deferral / active EE | $10,480 | $2,969+253.0% | $4,614+127.1% | $3,952+165.2% |
| Admin fee / account holder | $6,608 | $5,282+25.1% | $7,493-11.8% | $6,260+5.6% |