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 | $620,727 | $148,534+317.9% | $135,903+356.7% | $139,434+345.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.40% | 79.19%-64.8pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $16,239 | $5,243+209.7% | $4,856+234.4% | $4,751+241.8% |
| Participant deferral / active EE | $13,213 | $8,100+63.1% | $7,758+70.3% | $6,710+96.9% |
| Admin fee / account holder | $23,817 | $12,400+92.1% | $10,762+121.3% | $11,403+108.9% |