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 | $744,343 | $176,056+322.8% | $159,436+366.9% | $167,490+344.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.80% | 331.75%-313.0pp | 263.57%-244.8pp | 478.56%-459.8pp |
| Employer contribution / active EE | $19,780 | $5,297+273.4% | $4,829+309.6% | $4,837+308.9% |
| Participant deferral / active EE | $18,235 | $7,750+135.3% | $7,352+148.0% | $6,341+187.6% |
| Admin fee / account holder | $1,005 | $12,554-92.0% | $10,799-90.7% | $12,309-91.8% |