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 | $455,953 | $148,534+207.0% | $135,903+235.5% | $139,434+227.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.59% | 79.19%-66.6pp | 68.23%-55.6pp | 372.94%-360.4pp |
| Employer contribution / active EE | $16,292 | $5,243+210.7% | $4,856+235.5% | $4,751+242.9% |
| Participant deferral / active EE | $5,964 | $8,100-26.4% | $7,758-23.1% | $6,710-11.1% |
| Admin fee / account holder | $28,302 | $12,400+128.2% | $10,762+163.0% | $11,403+148.2% |