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 | $470,686 | $118,680+296.6% | $98,907+375.9% | $158,922+196.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 17.98% | 372.35%-354.4pp | 196.43%-178.5pp | 302.83%-284.9pp |
| Employer contribution / active EE | $11,741 | $3,333+252.3% | $2,689+336.6% | $4,761+146.6% |
| Participant deferral / active EE | $16,204 | $5,088+218.5% | $4,244+281.8% | $5,982+170.9% |
| Admin fee / account holder | $21,858 | $10,131+115.8% | $6,642+229.1% | $11,246+94.4% |