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 | $932,699 | $202,432+360.7% | $169,368+450.7% | $139,434+568.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.22% | 531.74%-519.5pp | 405.60%-393.4pp | 372.94%-360.7pp |
| Employer contribution / active EE | $13,053 | $4,692+178.2% | $4,013+225.3% | $4,751+174.8% |
| Participant deferral / active EE | $13,053 | $6,938+88.1% | $6,221+109.8% | $6,710+94.5% |
| Admin fee / account holder | $5,324 | $10,708-50.3% | $9,003-40.9% | $11,403-53.3% |