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 | $853,670 | $175,202+387.2% | $149,673+470.4% | $139,434+512.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.39% | 166.71%-152.3pp | 134.42%-120.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $4,500 | $5,474-17.8% | $4,818-6.6% | $4,751-5.3% |
| Participant deferral / active EE | $24,520 | $6,519+276.2% | $5,680+331.7% | $6,710+265.4% |
| Admin fee / account holder | $273,469 | $16,150+1593.3% | $13,210+1970.2% | $11,403+2298.3% |