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 | $428,292 | $209,411+104.5% | $178,490+140.0% | $158,922+169.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.10% | 188.75%-181.7pp | 151.07%-144.0pp | 302.83%-295.7pp |
| Employer contribution / active EE | $30,131 | $5,706+428.0% | $5,011+501.3% | $4,761+532.8% |
| Participant deferral / active EE | $3,450 | $5,954-42.1% | $5,202-33.7% | $5,982-42.3% |
| Admin fee / account holder | $30,717 | $17,074+79.9% | $13,984+119.7% | $11,246+173.1% |