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 | $699,446 | $133,958+422.1% | $112,228+523.2% | $134,475+420.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 1.01% | 47.11%-46.1pp | 27.45%-26.4pp | 417.96%-417.0pp |
| Employer contribution / active EE | $19,622 | $4,038+385.9% | $3,635+439.9% | $4,740+314.0% |
| Participant deferral / active EE | $12,994 | $5,291+145.6% | $4,728+174.8% | $6,400+103.0% |
| Admin fee / account holder | $8,155 | $7,489+8.9% | $6,410+27.2% | $11,426-28.6% |