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 | $619,566 | $165,335+274.7% | $149,696+313.9% | $158,922+289.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.18% | 348.15%-335.0pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $6,048 | $5,103+18.5% | $4,644+30.2% | $4,761+27.0% |
| Participant deferral / active EE | $10,982 | $7,181+52.9% | $6,842+60.5% | $5,982+83.6% |
| Admin fee / account holder | $76,379 | $10,807+606.8% | $9,309+720.5% | $11,246+579.2% |