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 | $904,668 | $175,202+416.4% | $149,673+504.4% | $139,434+548.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.98% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $58,000 | $5,474+959.5% | $4,818+1103.9% | $4,751+1120.9% |
| Participant deferral / active EE | $35,000 | $6,519+436.9% | $5,680+516.2% | $6,710+421.6% |
| Admin fee / account holder | $5,770 | $16,150-64.3% | $13,210-56.3% | $11,403-49.4% |