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 | $539,071 | $137,414+292.3% | $189,513+184.5% | $85,850+527.9% |
| Participation rate | 86.1% | 84.6%+1.5pp | 87.8%-1.7pp | 69.3%+16.8pp |
| Annual return | 16.51% | 38.14%-21.6pp | 555.15%-538.6pp | 318.53%-302.0pp |
| Employer contribution / active EE | $30,124 | $4,344+593.4% | $6,162+388.9% | $2,565+1074.4% |
| Participant deferral / active EE | $18,676 | $6,260+198.3% | $8,221+127.2% | $3,952+372.6% |
| Admin fee / account holder | $33,463 | $8,630+287.8% | $12,045+177.8% | $6,260+434.6% |