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 | $650,137 | $217,402+199.0% | $185,823+249.9% | $167,490+288.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.51% | 148.36%-135.8pp | 122.05%-109.5pp | 478.56%-466.0pp |
| Employer contribution / active EE | $28,667 | $5,873+388.1% | $5,167+454.8% | $4,837+492.6% |
| Participant deferral / active EE | $22,800 | $6,356+258.7% | $5,568+309.5% | $6,341+259.6% |
| Admin fee / account holder | $6,396 | $19,811-67.7% | $16,237-60.6% | $12,309-48.0% |