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 | $500,549 | $165,335+202.7% | $149,696+234.4% | $158,922+215.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.64% | 348.15%-332.5pp | 276.60%-261.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $10,797 | $5,103+111.6% | $4,644+132.5% | $4,761+126.8% |
| Participant deferral / active EE | $21,759 | $7,181+203.0% | $6,842+218.0% | $5,982+263.7% |
| Admin fee / account holder | $2,092 | $10,807-80.6% | $9,309-77.5% | $11,246-81.4% |