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 | $628,270 | $157,256+299.5% | $141,162+345.1% | $152,861+311.0% |
| Participation rate | 89.5% | 84.8%+4.7pp | 82.5%+7.0pp | 82.4%+7.0pp |
| Annual return | 19.45% | 64.32%-44.9pp | 71.39%-51.9pp | 345.32%-325.9pp |
| Employer contribution / active EE | $13,534 | $5,261+157.3% | $4,735+185.8% | $4,762+184.2% |
| Participant deferral / active EE | $13,749 | $7,109+93.4% | $6,709+104.9% | $5,850+135.0% |
| Admin fee / account holder | $94,372 | $12,120+678.6% | $10,261+819.7% | $11,596+713.8% |