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 | $584,056 | $183,963+217.5% | $162,163+260.2% | $152,861+282.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.44% | 150.76%-129.3pp | 115.59%-94.2pp | 345.32%-323.9pp |
| Employer contribution / active EE | $27,179 | $6,371+326.6% | $5,614+384.2% | $4,762+470.7% |
| Participant deferral / active EE | $13,067 | $8,034+62.6% | $7,298+79.0% | $5,850+123.4% |
| Admin fee / account holder | $7,408 | $13,121-43.5% | $10,843-31.7% | $11,596-36.1% |