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 | $413,035 | $198,466+108.1% | $170,442+142.3% | $147,584+179.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.29% | 257.29%-245.0pp | 205.93%-193.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $22,183 | $6,184+258.7% | $5,433+308.3% | $4,876+354.9% |
| Participant deferral / active EE | $12,650 | $5,629+124.7% | $4,939+156.1% | $5,439+132.6% |
| Admin fee / account holder | $2,475 | $16,852-85.3% | $13,880-82.2% | $10,885-77.3% |