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 | $631,807 | $175,202+260.6% | $149,673+322.1% | $139,434+353.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.43% | 166.71%-141.3pp | 134.42%-109.0pp | 372.94%-347.5pp |
| Employer contribution / active EE | $31,474 | $5,474+474.9% | $4,818+553.3% | $4,751+562.5% |
| Participant deferral / active EE | $19,220 | $6,519+194.8% | $5,680+238.4% | $6,710+186.4% |
| Admin fee / account holder | $355 | $16,150-97.8% | $13,210-97.3% | $11,403-96.9% |