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 | $687,791 | $110,261+523.8% | $95,745+618.4% | $139,434+393.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.37% | 27.11%-9.7pp | 28.35%-11.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $24,503 | $3,257+652.3% | $2,835+764.5% | $4,751+415.8% |
| Participant deferral / active EE | $22,899 | $4,676+389.7% | $4,245+439.5% | $6,710+241.3% |
| Admin fee / account holder | $2,328 | $6,613-64.8% | $5,678-59.0% | $11,403-79.6% |