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 | $450,629 | $148,534+203.4% | $135,903+231.6% | $139,434+223.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.23% | 79.19%-55.0pp | 68.23%-44.0pp | 372.94%-348.7pp |
| Employer contribution / active EE | $9,518 | $5,243+81.5% | $4,856+96.0% | $4,751+100.3% |
| Participant deferral / active EE | $22,406 | $8,100+176.6% | $7,758+188.8% | $6,710+233.9% |
| Admin fee / account holder | $67,436 | $12,400+443.9% | $10,762+526.6% | $11,403+491.4% |