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 | $582,572 | $133,922+335.0% | $116,228+401.2% | $142,382+309.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.64% | 147.76%-135.1pp | 90.06%-77.4pp | 217.08%-204.4pp |
| Employer contribution / active EE | $5,546 | $3,446+61.0% | $2,994+85.2% | $4,299+29.0% |
| Participant deferral / active EE | $5,546 | $5,672-2.2% | $4,953+12.0% | $6,507-14.8% |
| Admin fee / account holder | $58,972 | $14,945+294.6% | $11,989+391.9% | $12,624+367.2% |