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 | $492,066 | $183,963+167.5% | $162,163+203.4% | $152,861+221.9% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 79.92% | 150.76%-70.8pp | 115.59%-35.7pp | 345.32%-265.4pp |
| Employer contribution / active EE | $26,410 | $6,371+314.6% | $5,614+370.5% | $4,762+454.6% |
| Participant deferral / active EE | $19,214 | $8,034+139.2% | $7,298+163.3% | $5,850+228.4% |
| Admin fee / account holder | $674 | $13,121-94.9% | $10,843-93.8% | $11,596-94.2% |