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 | $572,241 | $179,726+218.4% | $156,263+266.2% | $142,382+301.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.33% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $11,510 | $5,069+127.0% | $4,333+165.6% | $4,299+167.7% |
| Participant deferral / active EE | $18,256 | $6,956+162.5% | $6,158+196.4% | $6,507+180.6% |
| Admin fee / account holder | $1,625 | $17,272-90.6% | $14,255-88.6% | $12,624-87.1% |