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 | $522,710 | $175,202+198.3% | $149,673+249.2% | $139,434+274.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.31% | 166.71%-144.4pp | 134.42%-112.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $15,532 | $5,474+183.7% | $4,818+222.4% | $4,751+226.9% |
| Participant deferral / active EE | $15,356 | $6,519+135.6% | $5,680+170.4% | $6,710+128.8% |
| Admin fee / account holder | $8,035 | $16,150-50.2% | $13,210-39.2% | $11,403-29.5% |