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 | $455,047 | $177,572+156.3% | $154,803+194.0% | $142,382+219.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.90% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $19,768 | $4,810+310.9% | $4,305+359.1% | $4,299+359.8% |
| Participant deferral / active EE | $14,614 | $6,272+133.0% | $5,540+163.8% | $6,507+124.6% |
| Admin fee / account holder | $32,336 | $16,786+92.6% | $14,329+125.7% | $12,624+156.2% |