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 | $535,898 | $111,754+379.5% | $103,333+418.6% | $145,922+267.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.70% | 24.77%-10.1pp | 24.88%-10.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $10,380 | $4,212+146.4% | $3,868+168.4% | $4,660+122.8% |
| Participant deferral / active EE | $13,800 | $5,619+145.6% | $5,057+172.9% | $6,688+106.3% |
| Admin fee / account holder | $18,314 | $9,750+87.8% | $8,355+119.2% | $13,397+36.7% |