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 | $891,707 | $209,411+325.8% | $178,490+399.6% | $158,922+461.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 42.27% | 188.75%-146.5pp | 151.07%-108.8pp | 302.83%-260.6pp |
| Employer contribution / active EE | $21,196 | $5,706+271.4% | $5,011+323.0% | $4,761+345.2% |
| Participant deferral / active EE | $12,428 | $5,954+108.7% | $5,202+138.9% | $5,982+107.8% |
| Admin fee / account holder | $23,172 | $17,074+35.7% | $13,984+65.7% | $11,246+106.1% |