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 | $747,173 | $154,117+384.8% | $129,995+474.8% | $139,434+435.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.79% | 32.48%-17.7pp | -137.18%+152.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $18,655 | $5,289+252.7% | $4,320+331.9% | $4,751+292.7% |
| Participant deferral / active EE | $12,973 | $6,710+93.3% | $5,820+122.9% | $6,710+93.3% |
| Admin fee / account holder | $74,102 | $14,007+429.1% | $10,614+598.1% | $11,403+549.9% |