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 | $527,125 | $169,032+211.8% | $129,207+308.0% | $145,922+261.2% |
| Participation rate | 86.7% | 76.4%+10.2pp | 69.6%+17.1pp | 80.3%+6.4pp |
| Annual return | 13.13% | 14330.11%-14317.0pp | 9417.33%-9404.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,408 | $5,537-56.5% | $4,153-42.0% | $4,660-48.3% |
| Participant deferral / active EE | $2,393 | $4,987-52.0% | $4,168-42.6% | $6,688-64.2% |
| Admin fee / account holder | $26,467 | $9,954+165.9% | $7,715+243.1% | $13,397+97.6% |