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 | $644,756 | $198,466+224.9% | $170,442+278.3% | $147,584+336.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.93% | 257.29%-243.4pp | 205.93%-192.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $30,444 | $6,184+392.3% | $5,433+460.4% | $4,876+524.3% |
| Participant deferral / active EE | $15,574 | $5,629+176.7% | $4,939+215.3% | $5,439+186.4% |
| Admin fee / account holder | $18,131 | $16,852+7.6% | $13,880+30.6% | $10,885+66.6% |