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 | $789,643 | $175,202+350.7% | $149,673+427.6% | $139,434+466.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.22% | 166.71%-153.5pp | 134.42%-121.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $13,883 | $5,474+153.6% | $4,818+188.2% | $4,751+192.2% |
| Participant deferral / active EE | $10,889 | $6,519+67.0% | $5,680+91.7% | $6,710+62.3% |
| Admin fee / account holder | $3,777 | $16,150-76.6% | $13,210-71.4% | $11,403-66.9% |