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 | $712,897 | $168,632+322.8% | $147,614+382.9% | $125,391+468.5% |
| Participation rate | 76.5% | 88.8%-12.3pp | 84.6%-8.2pp | 83.2%-6.7pp |
| Annual return | 91.45% | 77.65%+13.8pp | 61.98%+29.5pp | 282.22%-190.8pp |
| Employer contribution / active EE | $15,163 | $6,252+142.5% | $5,564+172.5% | $4,866+211.6% |
| Participant deferral / active EE | $16,235 | $5,507+194.8% | $4,895+231.7% | $5,352+203.4% |
| Admin fee / account holder | $1,915 | $13,580-85.9% | $11,611-83.5% | $9,540-79.9% |