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 | $809,254 | $165,335+389.5% | $149,696+440.6% | $158,922+409.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.16% | 348.15%-326.0pp | 276.60%-254.4pp | 302.83%-280.7pp |
| Employer contribution / active EE | $27,853 | $5,103+445.8% | $4,644+499.7% | $4,761+485.0% |
| Participant deferral / active EE | $18,335 | $7,181+155.3% | $6,842+168.0% | $5,982+206.5% |
| Admin fee / account holder | $73,574 | $10,807+580.8% | $9,309+690.4% | $11,246+554.2% |