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 | $464,303 | $175,202+165.0% | $149,673+210.2% | $139,434+233.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.28% | 166.71%-152.4pp | 134.42%-120.1pp | 372.94%-358.7pp |
| Employer contribution / active EE | $40,915 | $5,474+647.4% | $4,818+749.3% | $4,751+761.2% |
| Participant deferral / active EE | $26,538 | $6,519+307.1% | $5,680+367.2% | $6,710+295.5% |
| Admin fee / account holder | $31,040 | $16,150+92.2% | $13,210+135.0% | $11,403+172.2% |