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 | $856,319 | $185,822+360.8% | $169,993+403.7% | $139,434+514.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.48% | 60.50%-44.0pp | 53.37%-36.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $28,067 | $7,590+269.8% | $6,785+313.7% | $4,751+490.8% |
| Participant deferral / active EE | $15,594 | $11,622+34.2% | $10,408+49.8% | $6,710+132.4% |
| Admin fee / account holder | $41,690 | $15,381+171.1% | $12,815+225.3% | $11,403+265.6% |