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 | $677,645 | $109,982+516.1% | $97,226+597.0% | $145,922+364.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.01% | 242.90%-227.9pp | 75.13%-60.1pp | 561.29%-546.3pp |
| Employer contribution / active EE | $22,391 | $3,084+626.1% | $2,729+720.6% | $4,660+380.5% |
| Participant deferral / active EE | $22,455 | $4,676+380.2% | $4,264+426.6% | $6,688+235.8% |
| Admin fee / account holder | $2,392 | $6,221-61.5% | $5,654-57.7% | $13,397-82.1% |