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 | $665,978 | $176,056+278.3% | $159,436+317.7% | $167,490+297.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.81% | 331.75%-314.9pp | 263.57%-246.8pp | 478.56%-461.7pp |
| Employer contribution / active EE | $17,846 | $5,297+236.9% | $4,829+269.5% | $4,837+268.9% |
| Participant deferral / active EE | $13,576 | $7,750+75.2% | $7,352+84.7% | $6,341+114.1% |
| Admin fee / account holder | $2,590 | $12,554-79.4% | $10,799-76.0% | $12,309-79.0% |