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 | $733,280 | $209,411+250.2% | $178,490+310.8% | $158,922+361.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.91% | 188.75%-179.8pp | 151.07%-142.2pp | 302.83%-293.9pp |
| Employer contribution / active EE | $29,569 | $5,706+418.2% | $5,011+490.1% | $4,761+521.1% |
| Participant deferral / active EE | $20,222 | $5,954+239.6% | $5,202+288.8% | $5,982+238.0% |
| Admin fee / account holder | $70,163 | $17,074+310.9% | $13,984+401.7% | $11,246+523.9% |