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 | $582,584 | $209,411+178.2% | $178,490+226.4% | $158,922+266.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.94% | 188.75%-175.8pp | 151.07%-138.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $18,324 | $5,706+221.1% | $5,011+265.7% | $4,761+284.9% |
| Participant deferral / active EE | $12,313 | $5,954+106.8% | $5,202+136.7% | $5,982+105.8% |
| Admin fee / account holder | $1,711 | $17,074-90.0% | $13,984-87.8% | $11,246-84.8% |