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 | $461,215 | $175,202+163.2% | $149,673+208.1% | $139,434+230.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.10% | 166.71%-139.6pp | 134.42%-107.3pp | 372.94%-345.8pp |
| Employer contribution / active EE | $33,192 | $5,474+506.3% | $4,818+589.0% | $4,751+598.7% |
| Participant deferral / active EE | $19,923 | $6,519+205.6% | $5,680+250.8% | $6,710+196.9% |
| Admin fee / account holder | $17,480 | $16,150+8.2% | $13,210+32.3% | $11,403+53.3% |