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 | $429,940 | $165,335+160.0% | $149,696+187.2% | $158,922+170.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.22% | 348.15%-334.9pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $12,236 | $5,103+139.8% | $4,644+163.5% | $4,761+157.0% |
| Participant deferral / active EE | $13,594 | $7,181+89.3% | $6,842+98.7% | $5,982+127.3% |
| Admin fee / account holder | $1,240 | $10,807-88.5% | $9,309-86.7% | $11,246-89.0% |