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 | $627,908 | $209,411+199.8% | $178,490+251.8% | $158,922+295.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.50% | 188.75%-174.3pp | 151.07%-136.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $14,700 | $5,706+157.6% | $5,011+193.4% | $4,761+208.8% |
| Participant deferral / active EE | $10,695 | $5,954+79.6% | $5,202+105.6% | $5,982+78.8% |
| Admin fee / account holder | $3,231 | $17,074-81.1% | $13,984-76.9% | $11,246-71.3% |