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 | $454,103 | $228,332+98.9% | $185,823+144.4% | $158,922+185.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 47.34% | 40.80%+6.5pp | 35.95%+11.4pp | 302.83%-255.5pp |
| Employer contribution / active EE | $17,856 | $4,967+259.5% | $4,087+336.9% | $4,761+275.0% |
| Participant deferral / active EE | $14,839 | $6,415+131.3% | $5,632+163.5% | $5,982+148.1% |
| Admin fee / account holder | $30,551 | $11,864+157.5% | $9,500+221.6% | $11,246+171.7% |