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 | $838,799 | $175,202+378.8% | $149,673+460.4% | $139,434+501.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.32% | 166.71%-130.4pp | 134.42%-98.1pp | 372.94%-336.6pp |
| Employer contribution / active EE | $27,603 | $5,474+404.2% | $4,818+473.0% | $4,751+481.0% |
| Participant deferral / active EE | $15,418 | $6,519+136.5% | $5,680+171.4% | $6,710+129.8% |
| Admin fee / account holder | $385 | $16,150-97.6% | $13,210-97.1% | $11,403-96.6% |