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 | $845,817 | $175,202+382.8% | $149,673+465.1% | $139,434+506.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.99% | 166.71%-150.7pp | 134.42%-118.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $34,921 | $5,474+537.9% | $4,818+624.8% | $4,751+635.1% |
| Participant deferral / active EE | $25,857 | $6,519+296.7% | $5,680+355.2% | $6,710+285.3% |
| Admin fee / account holder | $101,606 | $16,150+529.1% | $13,210+669.2% | $11,403+791.1% |