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 | $861,785 | $148,534+480.2% | $135,903+534.1% | $139,434+518.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.14% | 79.19%-67.1pp | 68.23%-56.1pp | 372.94%-360.8pp |
| Employer contribution / active EE | $23,868 | $5,243+355.2% | $4,856+391.5% | $4,751+402.4% |
| Participant deferral / active EE | $27,000 | $8,100+233.3% | $7,758+248.0% | $6,710+302.4% |
| Admin fee / account holder | $29,386 | $12,400+137.0% | $10,762+173.1% | $11,403+157.7% |