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 | $878,757 | $111,724+686.5% | $93,606+838.8% | $145,922+502.2% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 11.68% | 202.98%-191.3pp | 133.20%-121.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $18,866 | $3,090+510.6% | $2,420+679.6% | $4,660+304.9% |
| Participant deferral / active EE | $5,000 | $4,912+1.8% | $4,411+13.3% | $6,688-25.2% |
| Admin fee / account holder | $9,704 | $10,250-5.3% | $8,285+17.1% | $13,397-27.6% |