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 | $647,259 | $202,318+219.9% | $172,739+274.7% | $152,861+323.4% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 22.11% | 1029.65%-1007.5pp | 802.84%-780.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $32,979 | $5,856+463.2% | $5,143+541.3% | $4,762+592.5% |
| Participant deferral / active EE | $20,773 | $5,948+249.2% | $5,198+299.7% | $5,850+255.1% |
| Admin fee / account holder | $35,495 | $17,109+107.5% | $13,954+154.4% | $11,596+206.1% |