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 | $787,668 | $198,466+296.9% | $170,442+362.1% | $147,584+433.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.28% | 257.29%-244.0pp | 205.93%-192.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $18,428 | $6,184+198.0% | $5,433+239.2% | $4,876+277.9% |
| Participant deferral / active EE | $15,380 | $5,629+173.2% | $4,939+211.4% | $5,439+182.8% |
| Admin fee / account holder | $125,208 | $16,852+643.0% | $13,880+802.0% | $10,885+1050.2% |