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 | $597,174 | $91,190+554.9% | $178,490+234.6% | $79,858+647.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.96% | 24.19%-5.2pp | 151.07%-132.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $32,679 | $3,256+903.7% | $5,011+552.2% | $2,471+1222.6% |
| Participant deferral / active EE | $20,084 | $3,236+520.6% | $5,202+286.1% | $3,740+437.0% |
| Admin fee / account holder | $4,526 | $6,751-33.0% | $13,984-67.6% | $5,306-14.7% |