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 | $742,102 | $175,202+323.6% | $149,673+395.8% | $139,434+432.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 54.66% | 166.71%-112.0pp | 134.42%-79.8pp | 372.94%-318.3pp |
| Employer contribution / active EE | $32,546 | $5,474+494.5% | $4,818+575.6% | $4,751+585.1% |
| Participant deferral / active EE | $24,643 | $6,519+278.0% | $5,680+333.9% | $6,710+267.2% |
| Admin fee / account holder | $69,769 | $16,150+332.0% | $13,210+428.2% | $11,403+511.9% |