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 | $851,958 | $175,202+386.3% | $149,673+469.2% | $139,434+511.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.49% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $19,862 | $5,474+262.8% | $4,818+312.3% | $4,751+318.1% |
| Participant deferral / active EE | $3,036 | $6,519-53.4% | $5,680-46.5% | $6,710-54.8% |
| Admin fee / account holder | $2,048 | $16,150-87.3% | $13,210-84.5% | $11,403-82.0% |