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 | $874,526 | $209,411+317.6% | $178,490+390.0% | $158,922+450.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.95% | 188.75%-174.8pp | 151.07%-137.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $41,980 | $5,706+635.7% | $5,011+737.8% | $4,761+781.7% |
| Participant deferral / active EE | $26,000 | $5,954+336.7% | $5,202+399.8% | $5,982+334.6% |
| Admin fee / account holder | $50,000 | $17,074+192.8% | $13,984+257.6% | $11,246+344.6% |