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 | $431,846 | $75,828+469.5% | $147,614+192.6% | $59,632+624.2% |
| Participation rate | 97.7% | 71.6%+26.2pp | 84.6%+13.1pp | 68.7%+29.1pp |
| Annual return | 44.61% | 0.37%+44.2pp | 61.98%-17.4pp | 2041.28%-1996.7pp |
| Employer contribution / active EE | $16,271 | $3,485+367.0% | $5,564+192.4% | $2,203+638.7% |
| Participant deferral / active EE | $14,098 | $3,130+350.4% | $4,895+188.0% | $3,192+341.7% |
| Admin fee / account holder | $10,221 | $5,985+70.8% | $11,611-12.0% | $4,297+137.9% |