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 6-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 | $939,781 | $148,534+532.7% | $135,903+591.5% | $139,434+574.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 43.07% | 79.19%-36.1pp | 68.23%-25.2pp | 372.94%-329.9pp |
| Employer contribution / active EE | $10,000 | $5,243+90.7% | $4,856+105.9% | $4,751+110.5% |
| Participant deferral / active EE | $24,500 | $8,100+202.5% | $7,758+215.8% | $6,710+265.1% |
| Admin fee / account holder | $4,688 | $12,400-62.2% | $10,762-56.4% | $11,403-58.9% |