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 | $622,456 | $165,335+276.5% | $149,696+315.8% | $158,922+291.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.61% | 348.15%-330.5pp | 276.60%-259.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $4,482 | $5,103-12.2% | $4,644-3.5% | $4,761-5.9% |
| Participant deferral / active EE | $18,405 | $7,181+156.3% | $6,842+169.0% | $5,982+207.7% |
| Admin fee / account holder | $4,857 | $10,807-55.1% | $9,309-47.8% | $11,246-56.8% |