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 | $710,430 | $142,405+398.9% | $115,157+516.9% | $152,861+364.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 25.62% | 41.48%-15.9pp | 35.60%-10.0pp | 345.32%-319.7pp |
| Employer contribution / active EE | $20,375 | $4,010+408.1% | $3,179+541.0% | $4,762+327.8% |
| Participant deferral / active EE | $25,000 | $5,164+384.1% | $4,168+499.7% | $5,850+327.3% |
| Admin fee / account holder | $9,115 | $8,462+7.7% | $7,088+28.6% | $11,596-21.4% |