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 | $745,665 | $73,515+914.3% | $62,995+1083.7% | $147,584+405.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.79% | 175.43%-163.6pp | 87.57%-75.8pp | 578.55%-566.8pp |
| Employer contribution / active EE | $21,960 | $3,320+561.3% | $2,759+696.0% | $4,876+350.3% |
| Participant deferral / active EE | $23,729 | $4,185+467.0% | $3,329+612.7% | $5,439+336.3% |
| Admin fee / account holder | $4,921 | $5,953-17.3% | $3,600+36.7% | $10,885-54.8% |