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 | $512,930 | $107,334+377.9% | $92,893+452.2% | $152,861+235.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.56% | 145.58%-124.0pp | 109.41%-87.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $13,141 | $4,221+211.3% | $3,653+259.7% | $4,762+175.9% |
| Participant deferral / active EE | $7,111 | $4,845+46.8% | $4,236+67.9% | $5,850+21.5% |
| Admin fee / account holder | $3,961 | $7,079-44.1% | $5,794-31.6% | $11,596-65.8% |