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 | $698,837 | $172,111+306.0% | $150,298+365.0% | $137,256+409.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.99% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $17,212 | $4,636+271.3% | $4,154+314.3% | $4,156+314.2% |
| Participant deferral / active EE | $8,704 | $6,166+41.2% | $5,453+59.6% | $6,407+35.8% |
| Admin fee / account holder | $85,714 | $16,471+420.4% | $14,116+507.2% | $12,270+598.6% |