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 | $882,549 | $138,044+539.3% | $125,339+604.1% | $134,475+556.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 12.79% | 750.33%-737.5pp | 572.05%-559.3pp | 417.96%-405.2pp |
| Employer contribution / active EE | $45,907 | $5,243+775.5% | $4,814+853.7% | $4,740+868.6% |
| Participant deferral / active EE | $28,820 | $7,799+269.5% | $7,446+287.0% | $6,400+350.3% |
| Admin fee / account holder | $18,898 | $11,571+63.3% | $10,010+88.8% | $11,426+65.4% |