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 7-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 | $739,042 | $202,432+265.1% | $169,368+336.4% | $139,434+430.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 27.31% | 531.74%-504.4pp | 405.60%-378.3pp | 372.94%-345.6pp |
| Employer contribution / active EE | $3,787 | $4,692-19.3% | $4,013-5.6% | $4,751-20.3% |
| Participant deferral / active EE | $12,504 | $6,938+80.2% | $6,221+101.0% | $6,710+86.3% |
| Admin fee / account holder | $10,681 | $10,708-0.3% | $9,003+18.6% | $11,403-6.3% |