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 | $965,762 | $217,402+344.2% | $185,823+419.7% | $167,490+476.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.30% | 148.36%-137.1pp | 122.05%-110.7pp | 478.56%-467.3pp |
| Employer contribution / active EE | $20,239 | $5,873+244.6% | $5,167+291.7% | $4,837+318.4% |
| Participant deferral / active EE | $12,187 | $6,356+91.7% | $5,568+118.9% | $6,341+92.2% |
| Admin fee / account holder | $40,574 | $19,811+104.8% | $16,237+149.9% | $12,309+229.6% |