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 | $895,114 | $183,963+386.6% | $162,163+452.0% | $152,861+485.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.49% | 150.76%-127.3pp | 115.59%-92.1pp | 345.32%-321.8pp |
| Employer contribution / active EE | $24,888 | $6,371+290.7% | $5,614+343.3% | $4,762+422.6% |
| Participant deferral / active EE | $13,775 | $8,034+71.5% | $7,298+88.7% | $5,850+135.5% |
| Admin fee / account holder | $22,874 | $13,121+74.3% | $10,843+111.0% | $11,596+97.3% |