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 | $432,512 | $177,572+143.6% | $154,803+179.4% | $142,382+203.8% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 11.78% | 65.07%-53.3pp | 58.88%-47.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $18,778 | $4,810+290.4% | $4,305+336.1% | $4,299+336.8% |
| Participant deferral / active EE | $20,091 | $6,272+220.3% | $5,540+262.6% | $6,507+208.7% |
| Admin fee / account holder | $106,189 | $16,786+532.6% | $14,329+641.1% | $12,624+741.2% |