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 | $463,983 | $133,922+246.5% | $116,228+299.2% | $142,382+225.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.81% | 147.76%-130.9pp | 90.06%-73.2pp | 217.08%-200.3pp |
| Employer contribution / active EE | $16,567 | $3,446+380.8% | $2,994+453.2% | $4,299+285.3% |
| Participant deferral / active EE | $6,292 | $5,672+10.9% | $4,953+27.0% | $6,507-3.3% |
| Admin fee / account holder | $21,357 | $14,945+42.9% | $11,989+78.1% | $12,624+69.2% |