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 | $981,266 | $148,534+560.6% | $135,903+622.0% | $139,434+603.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.74% | 79.19%-59.5pp | 68.23%-48.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $17,786 | $5,243+239.2% | $4,856+266.3% | $4,751+274.4% |
| Participant deferral / active EE | $16,032 | $8,100+97.9% | $7,758+106.7% | $6,710+138.9% |
| Admin fee / account holder | $75,696 | $12,400+510.5% | $10,762+603.4% | $11,403+563.9% |