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 | $759,957 | $176,056+331.7% | $159,436+376.7% | $167,490+353.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.99% | 331.75%-317.8pp | 263.57%-249.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $11,965 | $5,297+125.9% | $4,829+147.8% | $4,837+147.3% |
| Participant deferral / active EE | $15,133 | $7,750+95.3% | $7,352+105.8% | $6,341+138.6% |
| Admin fee / account holder | $27,291 | $12,554+117.4% | $10,799+152.7% | $12,309+121.7% |