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 | $848,314 | $175,202+384.2% | $149,673+466.8% | $139,434+508.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 75.64% | 166.71%-91.1pp | 134.42%-58.8pp | 372.94%-297.3pp |
| Employer contribution / active EE | $18,300 | $5,474+234.3% | $4,818+279.9% | $4,751+285.2% |
| Participant deferral / active EE | $18,965 | $6,519+190.9% | $5,680+233.9% | $6,710+182.6% |
| Admin fee / account holder | $1,586 | $16,150-90.2% | $13,210-88.0% | $11,403-86.1% |