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 | $579,062 | $166,020+248.8% | $164,866+251.2% | $145,959+296.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.54% | 100.08%-85.5pp | 69.97%-55.4pp | 561.95%-547.4pp |
| Employer contribution / active EE | $11,646 | $5,275+120.8% | $4,343+168.2% | $4,661+149.9% |
| Participant deferral / active EE | $7,437 | $6,961+6.8% | $6,033+23.3% | $6,689+11.2% |
| Admin fee / account holder | $3,827 | $16,644-77.0% | $12,689-69.8% | $13,398-71.4% |