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 | $737,933 | $124,425+493.1% | $112,040+558.6% | $137,256+437.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.65% | 24.72%-6.1pp | 24.52%-5.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $14,453 | $3,411+323.7% | $2,954+389.3% | $4,156+247.8% |
| Participant deferral / active EE | $13,857 | $5,718+142.3% | $5,098+171.8% | $6,407+116.3% |
| Admin fee / account holder | $24,896 | $15,207+63.7% | $12,098+105.8% | $12,270+102.9% |