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 | $504,701 | $175,202+188.1% | $149,673+237.2% | $139,434+262.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.66% | 166.71%-151.0pp | 134.42%-118.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $19,226 | $5,474+251.2% | $4,818+299.1% | $4,751+304.7% |
| Participant deferral / active EE | $20,625 | $6,519+216.4% | $5,680+263.1% | $6,710+207.4% |
| Admin fee / account holder | $103,198 | $16,150+539.0% | $13,210+681.2% | $11,403+805.0% |