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 | $644,393 | $133,922+381.2% | $116,228+454.4% | $142,382+352.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.73% | 147.76%-134.0pp | 90.06%-76.3pp | 217.08%-203.4pp |
| Employer contribution / active EE | $12,500 | $3,446+262.8% | $2,994+317.4% | $4,299+190.8% |
| Participant deferral / active EE | $5,030 | $5,672-11.3% | $4,953+1.6% | $6,507-22.7% |
| Admin fee / account holder | $47,684 | $14,945+219.1% | $11,989+297.7% | $12,624+277.7% |