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 | $643,124 | $133,922+380.2% | $116,228+453.3% | $142,382+351.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.88% | 147.76%-128.9pp | 90.06%-71.2pp | 217.08%-198.2pp |
| Employer contribution / active EE | $9,362 | $3,446+171.7% | $2,994+212.6% | $4,299+117.8% |
| Participant deferral / active EE | $12,011 | $5,672+111.7% | $4,953+142.5% | $6,507+84.6% |
| Admin fee / account holder | $615 | $14,945-95.9% | $11,989-94.9% | $12,624-95.1% |