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 | $868,798 | $172,478+403.7% | $145,661+496.5% | $142,382+510.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 15.28% | 151.09%-135.8pp | 101.46%-86.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $14,322 | $4,899+192.3% | $4,238+238.0% | $4,299+233.1% |
| Participant deferral / active EE | $11,471 | $8,348+37.4% | $7,198+59.4% | $6,507+76.3% |
| Admin fee / account holder | $461 | $16,864-97.3% | $12,466-96.3% | $12,624-96.3% |