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 | $373,376 | $102,317+264.9% | $146,958+154.1% | $80,856+361.8% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 43.03% | 134.76%-91.7pp | 418.34%-375.3pp | 35.59%+7.4pp |
| Employer contribution / active EE | $12,878 | $3,713+246.8% | $4,933+161.1% | $2,755+367.5% |
| Participant deferral / active EE | $8,377 | $6,644+26.1% | $8,070+3.8% | $4,296+95.0% |
| Admin fee / account holder | $6,264 | $7,941-21.1% | $12,998-51.8% | $6,918-9.4% |