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 | $1,384,760 | $175,202+690.4% | $149,673+825.2% | $139,434+893.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.75% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $48,938 | $5,474+794.0% | $4,818+915.8% | $4,751+930.1% |
| Participant deferral / active EE | $31,875 | $6,519+389.0% | $5,680+461.2% | $6,710+375.0% |
| Admin fee / account holder | $17,166 | $16,150+6.3% | $13,210+29.9% | $11,403+50.5% |