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 | $922,125 | $121,625+658.2% | $104,607+781.5% | $158,922+480.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 4.47% | 465.26%-460.8pp | 340.46%-336.0pp | 302.83%-298.4pp |
| Employer contribution / active EE | $19,504 | $3,163+516.7% | $2,681+627.6% | $4,761+309.7% |
| Participant deferral / active EE | $13,000 | $4,177+211.2% | $3,740+247.6% | $5,982+117.3% |
| Admin fee / account holder | $427,176 | $7,787+5386.1% | $6,473+6499.2% | $11,246+3698.6% |