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 | $642,741 | $175,202+266.9% | $149,673+329.4% | $139,434+361.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.35% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $37,473 | $5,474+584.5% | $4,818+677.8% | $4,751+688.8% |
| Participant deferral / active EE | $25,526 | $6,519+291.6% | $5,680+349.4% | $6,710+280.4% |
| Admin fee / account holder | $1,757 | $16,150-89.1% | $13,210-86.7% | $11,403-84.6% |