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 | $538,922 | $177,572+203.5% | $154,803+248.1% | $142,382+278.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.81% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $38,107 | $4,810+692.2% | $4,305+785.1% | $4,299+786.4% |
| Participant deferral / active EE | $24,025 | $6,272+283.1% | $5,540+333.6% | $6,507+269.2% |
| Admin fee / account holder | $100,790 | $16,786+500.4% | $14,329+603.4% | $12,624+698.4% |