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 | $867,450 | $175,202+395.1% | $149,673+479.6% | $139,434+522.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.47% | 166.71%-147.2pp | 134.42%-114.9pp | 372.94%-353.5pp |
| Employer contribution / active EE | $38,685 | $5,474+606.7% | $4,818+703.0% | $4,751+714.3% |
| Participant deferral / active EE | $26,027 | $6,519+299.3% | $5,680+358.2% | $6,710+287.9% |
| Admin fee / account holder | $55,419 | $16,150+243.1% | $13,210+319.5% | $11,403+386.0% |