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 | $446,900 | $148,534+200.9% | $135,903+228.8% | $139,434+220.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.39% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $17,327 | $5,243+230.5% | $4,856+256.8% | $4,751+264.7% |
| Participant deferral / active EE | $13,860 | $8,100+71.1% | $7,758+78.7% | $6,710+106.6% |
| Admin fee / account holder | $3,679 | $12,400-70.3% | $10,762-65.8% | $11,403-67.7% |