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 | $422,866 | $185,822+127.6% | $169,993+148.8% | $139,434+203.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.35% | 60.50%-45.2pp | 53.37%-38.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $15,133 | $7,590+99.4% | $6,785+123.0% | $4,751+218.5% |
| Participant deferral / active EE | $21,931 | $11,622+88.7% | $10,408+110.7% | $6,710+226.8% |
| Admin fee / account holder | $45,302 | $15,381+194.5% | $12,815+253.5% | $11,403+297.3% |