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 | $807,777 | $100,773+701.6% | $88,946+808.2% | $142,382+467.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.49% | 70.18%-52.7pp | 57.82%-40.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $5,072 | $2,918+73.8% | $2,555+98.5% | $4,299+18.0% |
| Participant deferral / active EE | $22,853 | $5,230+336.9% | $4,581+398.8% | $6,507+251.2% |
| Admin fee / account holder | $18,959 | $9,693+95.6% | $8,261+129.5% | $12,624+50.2% |