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 | $498,008 | $198,466+150.9% | $170,442+192.2% | $147,584+237.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.07% | 257.29%-242.2pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $35,754 | $6,184+478.2% | $5,433+558.1% | $4,876+633.2% |
| Participant deferral / active EE | $18,083 | $5,629+221.2% | $4,939+266.1% | $5,439+232.5% |
| Admin fee / account holder | $232,777 | $16,852+1281.3% | $13,880+1577.0% | $10,885+2038.5% |