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 | $538,449 | $165,335+225.7% | $149,696+259.7% | $158,922+238.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.57% | 348.15%-338.6pp | 276.60%-267.0pp | 302.83%-293.3pp |
| Employer contribution / active EE | $14,075 | $5,103+175.8% | $4,644+203.1% | $4,761+195.6% |
| Participant deferral / active EE | $8,240 | $7,181+14.7% | $6,842+20.4% | $5,982+37.7% |
| Admin fee / account holder | $1,090 | $10,807-89.9% | $9,309-88.3% | $11,246-90.3% |