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 | $548,599 | $175,202+213.1% | $149,673+266.5% | $139,434+293.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.94% | 166.71%-148.8pp | 134.42%-116.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $11,963 | $5,474+118.5% | $4,818+148.3% | $4,751+151.8% |
| Participant deferral / active EE | $11,341 | $6,519+74.0% | $5,680+99.7% | $6,710+69.0% |
| Admin fee / account holder | $4,925 | $16,150-69.5% | $13,210-62.7% | $11,403-56.8% |