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 | $696,914 | $111,754+523.6% | $103,333+574.4% | $145,922+377.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.03% | 24.77%-12.7pp | 24.88%-12.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $18,860 | $4,212+347.7% | $3,868+387.6% | $4,660+304.7% |
| Participant deferral / active EE | $12,625 | $5,619+124.7% | $5,057+149.6% | $6,688+88.8% |
| Admin fee / account holder | $17,651 | $9,750+81.0% | $8,355+111.3% | $13,397+31.8% |