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 | $638,091 | $198,466+221.5% | $170,442+274.4% | $147,584+332.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.87% | 257.29%-238.4pp | 205.93%-187.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $17,684 | $6,184+186.0% | $5,433+225.5% | $4,876+262.6% |
| Participant deferral / active EE | $14,886 | $5,629+164.4% | $4,939+201.4% | $5,439+173.7% |
| Admin fee / account holder | $61,858 | $16,852+267.1% | $13,880+345.7% | $10,885+468.3% |