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 | $727,727 | $154,228+371.9% | $145,433+400.4% | $137,256+430.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.53% | 74.59%-60.1pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $14,763 | $4,804+207.3% | $4,554+224.1% | $4,156+255.2% |
| Participant deferral / active EE | $24,500 | $8,216+198.2% | $7,897+210.2% | $6,407+282.4% |
| Admin fee / account holder | $4,461 | $14,344-68.9% | $13,129-66.0% | $12,270-63.6% |