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 | $974,064 | $175,202+456.0% | $149,673+550.8% | $139,434+598.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.90% | 166.71%-148.8pp | 134.42%-116.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $17,471 | $5,474+219.2% | $4,818+262.6% | $4,751+267.8% |
| Participant deferral / active EE | $10,633 | $6,519+63.1% | $5,680+87.2% | $6,710+58.5% |
| Admin fee / account holder | $18,437 | $16,150+14.2% | $13,210+39.6% | $11,403+61.7% |