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 | $566,884 | $209,411+170.7% | $178,490+217.6% | $158,922+256.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.88% | 188.75%-168.9pp | 151.07%-131.2pp | 302.83%-282.9pp |
| Employer contribution / active EE | $23,328 | $5,706+308.8% | $5,011+365.6% | $4,761+390.0% |
| Participant deferral / active EE | $15,026 | $5,954+152.4% | $5,202+188.9% | $5,982+151.2% |
| Admin fee / account holder | $167,255 | $17,074+879.6% | $13,984+1096.1% | $11,246+1387.3% |