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 | $502,850 | $165,335+204.1% | $149,696+235.9% | $158,922+216.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 48.59% | 348.15%-299.6pp | 276.60%-228.0pp | 302.83%-254.2pp |
| Employer contribution / active EE | $27,501 | $5,103+438.9% | $4,644+492.1% | $4,761+477.6% |
| Participant deferral / active EE | $12,929 | $7,181+80.0% | $6,842+89.0% | $5,982+116.1% |
| Admin fee / account holder | $5,404 | $10,807-50.0% | $9,309-41.9% | $11,246-51.9% |