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 | $1,384,036 | $202,318+584.1% | $172,739+701.2% | $152,861+805.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.02% | 1029.65%-1013.6pp | 802.84%-786.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $27,963 | $5,856+377.5% | $5,143+443.7% | $4,762+487.2% |
| Participant deferral / active EE | $18,255 | $5,948+206.9% | $5,198+251.2% | $5,850+212.0% |
| Admin fee / account holder | $15,949 | $17,109-6.8% | $13,954+14.3% | $11,596+37.5% |