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 | $871,589 | $177,572+390.8% | $154,803+463.0% | $142,382+512.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 84.03% | 65.07%+19.0pp | 58.88%+25.1pp | 217.08%-133.0pp |
| Employer contribution / active EE | $22,477 | $4,810+367.3% | $4,305+422.1% | $4,299+422.8% |
| Participant deferral / active EE | $21,464 | $6,272+242.2% | $5,540+287.4% | $6,507+229.8% |
| Admin fee / account holder | $260,987 | $16,786+1454.8% | $14,329+1721.4% | $12,624+1967.4% |