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 | $804,112 | $209,411+284.0% | $178,490+350.5% | $158,922+406.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.44% | 188.75%-171.3pp | 151.07%-133.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $15,539 | $5,706+172.3% | $5,011+210.1% | $4,761+226.4% |
| Participant deferral / active EE | $12,413 | $5,954+108.5% | $5,202+138.6% | $5,982+107.5% |
| Admin fee / account holder | $5,709 | $17,074-66.6% | $13,984-59.2% | $11,246-49.2% |