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 5-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 | $745,937 | $175,202+325.8% | $149,673+398.4% | $139,434+435.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.00% | 166.71%-155.7pp | 134.42%-123.4pp | 372.94%-361.9pp |
| Employer contribution / active EE | $46,235 | $5,474+744.6% | $4,818+859.7% | $4,751+873.2% |
| Participant deferral / active EE | $32,792 | $6,519+403.0% | $5,680+477.3% | $6,710+388.7% |
| Admin fee / account holder | $39,200 | $16,150+142.7% | $13,210+196.7% | $11,403+243.8% |