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 | $900,063 | $210,648+327.3% | $177,989+405.7% | $145,922+516.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.51% | 385.86%-364.3pp | 294.48%-273.0pp | 561.29%-539.8pp |
| Employer contribution / active EE | $10,670 | $4,565+133.8% | $3,949+170.2% | $4,660+129.0% |
| Participant deferral / active EE | $10,690 | $6,958+53.6% | $6,276+70.3% | $6,688+59.8% |
| Admin fee / account holder | $2,791 | $12,013-76.8% | $10,363-73.1% | $13,397-79.2% |