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 | $507,605 | $166,020+205.7% | $164,866+207.9% | $145,959+247.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.91% | 100.08%-87.2pp | 69.97%-57.1pp | 561.95%-549.0pp |
| Employer contribution / active EE | $12,500 | $5,275+137.0% | $4,343+187.8% | $4,661+168.2% |
| Participant deferral / active EE | $18,084 | $6,961+159.8% | $6,033+199.8% | $6,689+170.4% |
| Admin fee / account holder | $6,171 | $16,644-62.9% | $12,689-51.4% | $13,398-53.9% |