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 | $708,705 | $197,591+258.7% | $177,821+298.5% | $158,922+345.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.37% | 58.76%-39.4pp | 48.32%-29.0pp | 302.83%-283.5pp |
| Employer contribution / active EE | $34,615 | $6,697+416.8% | $5,918+484.9% | $4,761+627.0% |
| Participant deferral / active EE | $19,248 | $8,405+129.0% | $7,714+149.5% | $5,982+221.8% |
| Admin fee / account holder | $98,622 | $15,399+540.4% | $12,427+693.6% | $11,246+777.0% |