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 6-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 | $700,538 | $185,200+278.3% | $142,863+390.4% | $167,490+318.3% |
| Participation rate | 83.3% | 78.4%+4.9pp | 71.9%+11.4pp | 82.1%+1.2pp |
| Annual return | 18.93% | 8555.70%-8536.8pp | 5637.54%-5618.6pp | 478.56%-459.6pp |
| Employer contribution / active EE | $2,767 | $5,604-50.6% | $4,144-33.2% | $4,837-42.8% |
| Participant deferral / active EE | $7,307 | $4,494+62.6% | $3,837+90.4% | $6,341+15.2% |
| Admin fee / account holder | $10,678 | $8,031+33.0% | $6,560+62.8% | $12,309-13.3% |