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 | $718,358 | $124,185+478.5% | $108,410+562.6% | $167,490+328.9% |
| Participation rate | 91.7% | 82.3%+9.4pp | 80.1%+11.5pp | 82.1%+9.6pp |
| Annual return | 14.43% | 1379.64%-1365.2pp | 905.27%-890.8pp | 478.56%-464.1pp |
| Employer contribution / active EE | $16,302 | $4,187+289.4% | $3,558+358.1% | $4,837+237.0% |
| Participant deferral / active EE | $12,618 | $6,908+82.6% | $6,563+92.3% | $6,341+99.0% |
| Admin fee / account holder | $238,922 | $9,455+2427.0% | $7,295+3175.1% | $12,309+1841.0% |