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 | $884,504 | $175,202+404.8% | $149,673+491.0% | $139,434+534.4% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 17.74% | 166.71%-149.0pp | 134.42%-116.7pp | 372.94%-355.2pp |
| Employer contribution / active EE | $32,094 | $5,474+486.3% | $4,818+566.2% | $4,751+575.5% |
| Participant deferral / active EE | $15,093 | $6,519+131.5% | $5,680+165.7% | $6,710+124.9% |
| Admin fee / account holder | $40,106 | $16,150+148.3% | $13,210+203.6% | $11,403+251.7% |