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 | $671,514 | $148,534+352.1% | $135,903+394.1% | $139,434+381.6% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 14.28% | 79.19%-64.9pp | 68.23%-53.9pp | 372.94%-358.7pp |
| Employer contribution / active EE | $19,643 | $5,243+274.6% | $4,856+304.5% | $4,751+313.5% |
| Participant deferral / active EE | $14,635 | $8,100+80.7% | $7,758+88.7% | $6,710+118.1% |
| Admin fee / account holder | $130,000 | $12,400+948.4% | $10,762+1108.0% | $11,403+1040.1% |