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 | $555,408 | $179,726+209.0% | $156,263+255.4% | $142,382+290.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.34% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $12,862 | $5,069+153.7% | $4,333+196.8% | $4,299+199.2% |
| Participant deferral / active EE | $14,306 | $6,956+105.7% | $6,158+132.3% | $6,507+119.8% |
| Admin fee / account holder | $4,551 | $17,272-73.7% | $14,255-68.1% | $12,624-64.0% |