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 | $676,725 | $144,119+369.6% | $117,854+474.2% | $147,584+358.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.08% | 531.15%-511.1pp | 335.08%-315.0pp | 578.55%-558.5pp |
| Employer contribution / active EE | $34,338 | $4,896+601.3% | $3,786+807.0% | $4,876+604.2% |
| Participant deferral / active EE | $18,000 | $5,316+238.6% | $4,482+301.6% | $5,439+231.0% |
| Admin fee / account holder | $3,623 | $10,886-66.7% | $8,020-54.8% | $10,885-66.7% |