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 | $783,951 | $111,535+602.9% | $105,223+645.0% | $137,256+471.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.32% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $16,200 | $3,939+311.2% | $3,689+339.2% | $4,156+289.8% |
| Participant deferral / active EE | $19,519 | $5,500+254.9% | $5,072+284.9% | $6,407+204.7% |
| Admin fee / account holder | $25,972 | $9,721+167.2% | $8,859+193.2% | $12,270+111.7% |