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 | $904,562 | $175,202+416.3% | $149,673+504.4% | $139,434+548.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.23% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $29,084 | $5,474+431.3% | $4,818+503.7% | $4,751+512.2% |
| Participant deferral / active EE | $18,649 | $6,519+186.1% | $5,680+228.3% | $6,710+177.9% |
| Admin fee / account holder | $11,452 | $16,150-29.1% | $13,210-13.3% | $11,403+0.4% |