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 | $832,518 | $210,698+295.1% | $178,014+367.7% | $145,959+470.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.08% | 386.27%-375.2pp | 294.80%-283.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $17,000 | $4,567+272.2% | $3,950+330.4% | $4,661+264.7% |
| Participant deferral / active EE | $4,314 | $6,958-38.0% | $6,276-31.3% | $6,689-35.5% |
| Admin fee / account holder | $29,940 | $12,016+149.2% | $10,362+189.0% | $13,398+123.5% |