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 | $965,213 | $197,591+388.5% | $177,821+442.8% | $158,922+507.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.05% | 58.76%-42.7pp | 48.32%-32.3pp | 302.83%-286.8pp |
| Employer contribution / active EE | $20,750 | $6,697+209.8% | $5,918+250.6% | $4,761+335.8% |
| Participant deferral / active EE | $14,625 | $8,405+74.0% | $7,714+89.6% | $5,982+144.5% |
| Admin fee / account holder | $162,586 | $15,399+955.8% | $12,427+1208.3% | $11,246+1345.8% |