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 | $597,328 | $183,963+224.7% | $162,163+268.3% | $152,861+290.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.45% | 150.76%-129.3pp | 115.59%-94.1pp | 345.32%-323.9pp |
| Employer contribution / active EE | $7,273 | $6,371+14.2% | $5,614+29.6% | $4,762+52.7% |
| Participant deferral / active EE | $17,662 | $8,034+119.8% | $7,298+142.0% | $5,850+201.9% |
| Admin fee / account holder | $34,269 | $13,121+161.2% | $10,843+216.1% | $11,596+195.5% |