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 | $852,555 | $209,411+307.1% | $178,490+377.6% | $158,922+436.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.07% | 188.75%-177.7pp | 151.07%-140.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $2,756 | $5,706-51.7% | $5,011-45.0% | $4,761-42.1% |
| Participant deferral / active EE | $13,890 | $5,954+133.3% | $5,202+167.0% | $5,982+132.2% |
| Admin fee / account holder | $72,676 | $17,074+325.6% | $13,984+419.7% | $11,246+546.3% |