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 | $918,368 | $183,519+400.4% | $155,509+490.6% | $145,922+529.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 34.77% | 61.17%-26.4pp | 64.67%-29.9pp | 561.29%-526.5pp |
| Employer contribution / active EE | $25,599 | $5,313+381.8% | $4,672+447.9% | $4,660+449.4% |
| Participant deferral / active EE | $18,722 | $6,462+189.7% | $5,626+232.8% | $6,688+179.9% |
| Admin fee / account holder | $447 | $19,313-97.7% | $15,912-97.2% | $13,397-96.7% |