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 | $762,333 | $106,515+615.7% | $96,683+688.5% | $139,434+446.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.18% | 38.43%-25.2pp | 35.69%-22.5pp | 372.94%-359.8pp |
| Employer contribution / active EE | $37,246 | $4,103+807.8% | $3,737+896.7% | $4,751+684.0% |
| Participant deferral / active EE | $34,500 | $5,454+532.6% | $4,878+607.2% | $6,710+414.1% |
| Admin fee / account holder | $3,754 | $7,877-52.3% | $6,730-44.2% | $11,403-67.1% |