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 | $847,119 | $209,411+304.5% | $178,490+374.6% | $158,922+433.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.92% | 188.75%-180.8pp | 151.07%-143.1pp | 302.83%-294.9pp |
| Employer contribution / active EE | $62,500 | $5,706+995.3% | $5,011+1147.4% | $4,761+1212.7% |
| Participant deferral / active EE | $39,000 | $5,954+555.0% | $5,202+649.8% | $5,982+551.9% |
| Admin fee / account holder | $1,677 | $17,074-90.2% | $13,984-88.0% | $11,246-85.1% |