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 | $457,940 | $105,998+332.0% | $92,233+396.5% | $147,584+210.3% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 14.25% | 50.05%-35.8pp | 176.28%-162.0pp | 578.55%-564.3pp |
| Employer contribution / active EE | $13,694 | $4,333+216.0% | $3,679+272.2% | $4,876+180.8% |
| Participant deferral / active EE | $7,776 | $4,478+73.7% | $3,897+99.6% | $5,439+43.0% |
| Admin fee / account holder | $8,234 | $6,332+30.0% | $5,194+58.5% | $10,885-24.4% |