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 | $1,169,997 | $175,202+567.8% | $149,673+681.7% | $139,434+739.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.54% | 166.71%-138.2pp | 134.42%-105.9pp | 372.94%-344.4pp |
| Employer contribution / active EE | $24,597 | $5,474+349.3% | $4,818+410.6% | $4,751+417.7% |
| Participant deferral / active EE | $19,687 | $6,519+202.0% | $5,680+246.6% | $6,710+193.4% |
| Admin fee / account holder | $5,185 | $16,150-67.9% | $13,210-60.8% | $11,403-54.5% |