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 | $790,758 | $175,202+351.3% | $149,673+428.3% | $139,434+467.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.68% | 166.71%-148.0pp | 134.42%-115.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $9,299 | $5,474+69.9% | $4,818+93.0% | $4,751+95.7% |
| Participant deferral / active EE | $8,929 | $6,519+37.0% | $5,680+57.2% | $6,710+33.1% |
| Admin fee / account holder | $3,503 | $16,150-78.3% | $13,210-73.5% | $11,403-69.3% |