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 | $132,634+384.9% | $115,768+455.5% | $137,256+368.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.88% | 160.70%-141.8pp | 100.46%-81.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $9,362 | $3,360+178.6% | $2,940+218.4% | $4,156+125.3% |
| Participant deferral / active EE | $12,011 | $5,619+113.8% | $4,917+144.3% | $6,407+87.5% |
| Admin fee / account holder | $615 | $15,028-95.9% | $12,439-95.1% | $12,270-95.0% |