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 | $441,385 | $175,202+151.9% | $149,673+194.9% | $139,434+216.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.34% | 166.71%-148.4pp | 134.42%-116.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $29,394 | $5,474+437.0% | $4,818+510.1% | $4,751+518.7% |
| Participant deferral / active EE | $2,560 | $6,519-60.7% | $5,680-54.9% | $6,710-61.8% |
| Admin fee / account holder | $1,097 | $16,150-93.2% | $13,210-91.7% | $11,403-90.4% |