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 | $875,740 | $197,591+343.2% | $177,821+392.5% | $158,922+451.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.68% | 58.76%-45.1pp | 48.32%-34.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $28,316 | $6,697+322.8% | $5,918+378.4% | $4,761+494.7% |
| Participant deferral / active EE | $19,500 | $8,405+132.0% | $7,714+152.8% | $5,982+226.0% |
| Admin fee / account holder | $45,000 | $15,399+192.2% | $12,427+262.1% | $11,246+300.2% |