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 | $844,072 | $209,411+303.1% | $178,490+372.9% | $158,922+431.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.56% | 188.75%-175.2pp | 151.07%-137.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $37,500 | $5,706+557.2% | $5,011+648.4% | $4,761+687.6% |
| Participant deferral / active EE | $23,563 | $5,954+295.7% | $5,202+353.0% | $5,982+293.9% |
| Admin fee / account holder | $177,206 | $17,074+937.8% | $13,984+1167.2% | $11,246+1475.8% |