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 | $949,927 | $198,466+378.6% | $170,442+457.3% | $147,584+543.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.22% | 257.29%-247.1pp | 205.93%-195.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $47,250 | $6,184+664.1% | $5,433+769.7% | $4,876+869.0% |
| Participant deferral / active EE | $9,750 | $5,629+73.2% | $4,939+97.4% | $5,439+79.3% |
| Admin fee / account holder | $93,324 | $16,852+453.8% | $13,880+572.3% | $10,885+757.3% |