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 | $946,400 | $209,411+351.9% | $178,490+430.2% | $158,922+495.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.19% | 188.75%-168.6pp | 151.07%-130.9pp | 302.83%-282.6pp |
| Employer contribution / active EE | $28,280 | $5,706+395.6% | $5,011+464.4% | $4,761+494.0% |
| Participant deferral / active EE | $15,584 | $5,954+161.7% | $5,202+199.6% | $5,982+160.5% |
| Admin fee / account holder | $451,033 | $17,074+2541.6% | $13,984+3125.4% | $11,246+3910.7% |