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 | $407,997 | $209,411+94.8% | $178,490+128.6% | $158,922+156.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.11% | 188.75%-172.6pp | 151.07%-135.0pp | 302.83%-286.7pp |
| Employer contribution / active EE | $16,690 | $5,706+192.5% | $5,011+233.1% | $4,761+250.5% |
| Participant deferral / active EE | $10,280 | $5,954+72.7% | $5,202+97.6% | $5,982+71.8% |
| Admin fee / account holder | $3,941 | $17,074-76.9% | $13,984-71.8% | $11,246-65.0% |