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 | $881,895 | $180,449+388.7% | $154,107+472.3% | $135,375+551.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.54% | 888.09%-884.5pp | 735.12%-731.6pp | 519.73%-516.2pp |
| Employer contribution / active EE | $9,894 | $6,035+63.9% | $5,298+86.8% | $4,779+107.0% |
| Participant deferral / active EE | $6,955 | $5,806+19.8% | $5,081+36.9% | $5,609+24.0% |
| Admin fee / account holder | $2,134 | $16,143-86.8% | $13,411-84.1% | $10,827-80.3% |