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 | $656,148 | $176,056+272.7% | $159,436+311.5% | $167,490+291.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.98% | 331.75%-319.8pp | 263.57%-251.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $15,874 | $5,297+199.7% | $4,829+228.7% | $4,837+228.1% |
| Participant deferral / active EE | $15,598 | $7,750+101.3% | $7,352+112.2% | $6,341+146.0% |
| Admin fee / account holder | $119,476 | $12,554+851.7% | $10,799+1006.4% | $12,309+870.6% |