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 | $622,472 | $102,616+506.6% | $81,983+659.3% | $158,922+291.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.65% | 61.04%-45.4pp | 41.31%-25.7pp | 302.83%-287.2pp |
| Employer contribution / active EE | $15,388 | $3,240+374.9% | $2,498+516.0% | $4,761+223.2% |
| Participant deferral / active EE | $9,349 | $4,648+101.1% | $3,722+151.2% | $5,982+56.3% |
| Admin fee / account holder | $1,009 | $8,235-87.7% | $5,664-82.2% | $11,246-91.0% |