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 | $932,443 | $209,411+345.3% | $178,490+422.4% | $158,922+486.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.29% | 188.75%-174.5pp | 151.07%-136.8pp | 302.83%-288.5pp |
| Employer contribution / active EE | $35,208 | $5,706+517.0% | $5,011+602.7% | $4,761+639.5% |
| Participant deferral / active EE | $22,159 | $5,954+272.2% | $5,202+326.0% | $5,982+270.4% |
| Admin fee / account holder | $28,670 | $17,074+67.9% | $13,984+105.0% | $11,246+154.9% |