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 | $920,267 | $197,591+365.7% | $177,821+417.5% | $158,922+479.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.62% | 58.76%-50.1pp | 48.32%-39.7pp | 302.83%-294.2pp |
| Employer contribution / active EE | $20,513 | $6,697+206.3% | $5,918+246.6% | $4,761+330.8% |
| Participant deferral / active EE | $14,490 | $8,405+72.4% | $7,714+87.8% | $5,982+142.2% |
| Admin fee / account holder | $21,451 | $15,399+39.3% | $12,427+72.6% | $11,246+90.7% |