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 | $440,238 | $175,202+151.3% | $149,673+194.1% | $139,434+215.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.82% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $14,090 | $5,474+157.4% | $4,818+192.5% | $4,751+196.6% |
| Participant deferral / active EE | $24,000 | $6,519+268.2% | $5,680+322.5% | $6,710+257.7% |
| Admin fee / account holder | $3,310 | $16,150-79.5% | $13,210-74.9% | $11,403-71.0% |