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 | $797,500 | $177,572+349.1% | $154,803+415.2% | $142,382+460.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.52% | 65.07%-53.5pp | 58.88%-47.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,259 | $4,810-73.8% | $4,305-70.8% | $4,299-70.7% |
| Participant deferral / active EE | $13,961 | $6,272+122.6% | $5,540+152.0% | $6,507+114.6% |
| Admin fee / account holder | $46,841 | $16,786+179.0% | $14,329+226.9% | $12,624+271.1% |