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 | $508,708 | $148,534+242.5% | $135,903+274.3% | $139,434+264.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.59% | 79.19%-63.6pp | 68.23%-52.6pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,550 | $5,243-51.4% | $4,856-47.5% | $4,751-46.3% |
| Participant deferral / active EE | $16,500 | $8,100+103.7% | $7,758+112.7% | $6,710+145.9% |
| Admin fee / account holder | $81,296 | $12,400+555.6% | $10,762+655.4% | $11,403+613.0% |