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 | $604,697 | $148,534+307.1% | $135,903+344.9% | $139,434+333.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.47% | 79.19%-63.7pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $22,067 | $5,243+320.9% | $4,856+354.4% | $4,751+364.5% |
| Participant deferral / active EE | $22,067 | $8,100+172.4% | $7,758+184.4% | $6,710+228.9% |
| Admin fee / account holder | $3,996 | $12,400-67.8% | $10,762-62.9% | $11,403-65.0% |