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 | $576,360 | $105,126+448.3% | $94,646+509.0% | $139,434+313.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.35% | 38.03%-21.7pp | 156.71%-140.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $16,331 | $4,106+297.8% | $3,672+344.7% | $4,751+243.7% |
| Participant deferral / active EE | $15,000 | $7,599+97.4% | $7,418+102.2% | $6,710+123.5% |
| Admin fee / account holder | $3,485 | $8,984-61.2% | $7,231-51.8% | $11,403-69.4% |