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 | $833,049 | $209,411+297.8% | $178,490+366.7% | $158,922+424.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.84% | 188.75%-181.9pp | 151.07%-144.2pp | 302.83%-296.0pp |
| Employer contribution / active EE | $35,304 | $5,706+518.7% | $5,011+604.6% | $4,761+641.5% |
| Participant deferral / active EE | $22,750 | $5,954+282.1% | $5,202+337.4% | $5,982+280.3% |
| Admin fee / account holder | $55,865 | $17,074+227.2% | $13,984+299.5% | $11,246+396.8% |