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 | $545,125 | $177,572+207.0% | $154,803+252.1% | $142,382+282.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.63% | 65.07%-49.4pp | 58.88%-43.3pp | 217.08%-201.4pp |
| Employer contribution / active EE | $14,874 | $4,810+209.2% | $4,305+245.5% | $4,299+246.0% |
| Participant deferral / active EE | $8,799 | $6,272+40.3% | $5,540+58.8% | $6,507+35.2% |
| Admin fee / account holder | $6,653 | $16,786-60.4% | $14,329-53.6% | $12,624-47.3% |