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 | $484,512 | $102,966+370.6% | $90,281+436.7% | $152,861+217.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.82% | 95.16%-71.3pp | 78.10%-54.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $21,880 | $3,139+597.1% | $2,854+666.5% | $4,762+359.4% |
| Participant deferral / active EE | $18,683 | $4,281+336.4% | $3,885+380.8% | $5,850+219.4% |
| Admin fee / account holder | $2,579 | $6,171-58.2% | $5,351-51.8% | $11,596-77.8% |