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 | $482,264 | $176,056+173.9% | $159,436+202.5% | $167,490+187.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.27% | 331.75%-316.5pp | 263.57%-248.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $12,561 | $5,297+137.1% | $4,829+160.1% | $4,837+159.7% |
| Participant deferral / active EE | $12,981 | $7,750+67.5% | $7,352+76.6% | $6,341+104.7% |
| Admin fee / account holder | $33,477 | $12,554+166.7% | $10,799+210.0% | $12,309+172.0% |