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 | $436,184 | $202,432+115.5% | $169,368+157.5% | $139,434+212.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.14% | 531.74%-510.6pp | 405.60%-384.5pp | 372.94%-351.8pp |
| Employer contribution / active EE | $17,491 | $4,692+272.8% | $4,013+335.9% | $4,751+268.2% |
| Participant deferral / active EE | $20,427 | $6,938+194.4% | $6,221+228.3% | $6,710+204.4% |
| Admin fee / account holder | $92,244 | $10,708+761.4% | $9,003+924.6% | $11,403+709.0% |