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 5-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 | $530,492 | $209,832+152.8% | $189,513+179.9% | $167,490+216.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.15% | 748.27%-729.1pp | 555.15%-536.0pp | 478.56%-459.4pp |
| Employer contribution / active EE | $12,842 | $6,914+85.7% | $6,162+108.4% | $4,837+165.5% |
| Participant deferral / active EE | $18,277 | $8,935+104.6% | $8,221+122.3% | $6,341+188.2% |
| Admin fee / account holder | $4,733 | $14,293-66.9% | $12,045-60.7% | $12,309-61.6% |