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 | $500,780 | $133,922+273.9% | $116,228+330.9% | $142,382+251.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.37% | 147.76%-131.4pp | 90.06%-73.7pp | 217.08%-200.7pp |
| Employer contribution / active EE | $13,673 | $3,446+296.8% | $2,994+356.6% | $4,299+218.0% |
| Participant deferral / active EE | $8,274 | $5,672+45.9% | $4,953+67.0% | $6,507+27.1% |
| Admin fee / account holder | $1,490 | $14,945-90.0% | $11,989-87.6% | $12,624-88.2% |