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 | $638,720 | $183,519+248.0% | $155,509+310.7% | $145,922+337.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.16% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $14,236 | $5,313+168.0% | $4,672+204.7% | $4,660+205.5% |
| Participant deferral / active EE | $10,722 | $6,462+65.9% | $5,626+90.6% | $6,688+60.3% |
| Admin fee / account holder | $67,638 | $19,313+250.2% | $15,912+325.1% | $13,397+404.9% |