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 | $519,577 | $175,202+196.6% | $149,673+247.1% | $139,434+272.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.61% | 166.71%-141.1pp | 134.42%-108.8pp | 372.94%-347.3pp |
| Employer contribution / active EE | $9,415 | $5,474+72.0% | $4,818+95.4% | $4,751+98.2% |
| Participant deferral / active EE | $10,130 | $6,519+55.4% | $5,680+78.3% | $6,710+51.0% |
| Admin fee / account holder | $2,439 | $16,150-84.9% | $13,210-81.5% | $11,403-78.6% |