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 | $511,028 | $198,466+157.5% | $170,442+199.8% | $147,584+246.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.68% | 257.29%-241.6pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $27,467 | $6,184+344.2% | $5,433+405.6% | $4,876+463.3% |
| Participant deferral / active EE | $14,824 | $5,629+163.3% | $4,939+200.1% | $5,439+172.6% |
| Admin fee / account holder | $2,212 | $16,852-86.9% | $13,880-84.1% | $10,885-79.7% |