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 | $659,611 | $176,056+274.7% | $159,436+313.7% | $167,490+293.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.77% | 331.75%-310.0pp | 263.57%-241.8pp | 478.56%-456.8pp |
| Employer contribution / active EE | $19,674 | $5,297+271.4% | $4,829+307.4% | $4,837+306.7% |
| Participant deferral / active EE | $14,714 | $7,750+89.9% | $7,352+100.1% | $6,341+132.0% |
| Admin fee / account holder | $11,830 | $12,554-5.8% | $10,799+9.6% | $12,309-3.9% |