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 | $905,344 | $209,411+332.3% | $178,490+407.2% | $158,922+469.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.15% | 188.75%-170.6pp | 151.07%-132.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $20,568 | $5,706+260.4% | $5,011+310.5% | $4,761+332.0% |
| Participant deferral / active EE | $18,004 | $5,954+202.4% | $5,202+246.1% | $5,982+201.0% |
| Admin fee / account holder | $35,160 | $17,074+105.9% | $13,984+151.4% | $11,246+212.7% |