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 | $535,800 | $177,572+201.7% | $154,803+246.1% | $142,382+276.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.87% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $25,979 | $4,810+440.1% | $4,305+503.4% | $4,299+504.3% |
| Participant deferral / active EE | $21,003 | $6,272+234.9% | $5,540+279.1% | $6,507+222.8% |
| Admin fee / account holder | $75,380 | $16,786+349.1% | $14,329+426.1% | $12,624+497.1% |