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 | $631,533 | $99,020+537.8% | $86,590+629.3% | $147,584+327.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.41% | 1312.34%-1300.9pp | 964.84%-953.4pp | 578.55%-567.1pp |
| Employer contribution / active EE | $3,426 | $3,132+9.4% | $2,839+20.7% | $4,876-29.7% |
| Participant deferral / active EE | $13,440 | $3,972+238.4% | $3,609+272.4% | $5,439+147.1% |
| Admin fee / account holder | $11,473 | $5,710+100.9% | $4,906+133.9% | $10,885+5.4% |