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 | $522,563 | $209,411+149.5% | $178,490+192.8% | $158,922+228.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.90% | 188.75%-180.8pp | 151.07%-143.2pp | 302.83%-294.9pp |
| Employer contribution / active EE | $48,771 | $5,706+754.7% | $5,011+873.4% | $4,761+924.3% |
| Participant deferral / active EE | $32,167 | $5,954+440.2% | $5,202+518.4% | $5,982+437.7% |
| Admin fee / account holder | $32,882 | $17,074+92.6% | $13,984+135.1% | $11,246+192.4% |