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 | $974,111 | $142,405+584.0% | $115,157+745.9% | $152,861+537.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.80% | 41.48%-17.7pp | 35.60%-11.8pp | 345.32%-321.5pp |
| Employer contribution / active EE | $22,792 | $4,010+468.4% | $3,179+617.0% | $4,762+378.6% |
| Participant deferral / active EE | $15,043 | $5,164+191.3% | $4,168+260.9% | $5,850+157.1% |
| Admin fee / account holder | $16,505 | $8,462+95.1% | $7,088+132.9% | $11,596+42.3% |