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 5-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 | $873,562 | $167,307+422.1% | $143,757+507.7% | $134,475+549.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 3577.40% | 0.46%+3576.9pp | -0.04%+3577.4pp | 417.96%+3159.4pp |
| Employer contribution / active EE | $3,704 | $5,619-34.1% | $4,951-25.2% | $4,740-21.8% |
| Participant deferral / active EE | $19,275 | $6,446+199.0% | $5,637+241.9% | $6,400+201.2% |
| Admin fee / account holder | $1,774 | $18,088-90.2% | $14,673-87.9% | $11,426-84.5% |