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 | $743,603 | $100,773+637.9% | $88,946+736.0% | $142,382+422.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.43% | 70.18%-57.7pp | 57.82%-45.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $7,691 | $2,918+163.6% | $2,555+201.0% | $4,299+78.9% |
| Participant deferral / active EE | $21,917 | $5,230+319.0% | $4,581+378.4% | $6,507+236.8% |
| Admin fee / account holder | $867 | $9,693-91.1% | $8,261-89.5% | $12,624-93.1% |