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 | $566,080 | $103,376+447.6% | $87,100+549.9% | $152,861+270.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.24% | 28.10%-8.9pp | 28.19%-9.0pp | 345.32%-326.1pp |
| Employer contribution / active EE | $3,764 | $3,220+16.9% | $2,521+49.3% | $4,762-21.0% |
| Participant deferral / active EE | $7,572 | $4,778+58.5% | $4,049+87.0% | $5,850+29.4% |
| Admin fee / account holder | $17,371 | $12,205+42.3% | $7,497+131.7% | $11,596+49.8% |