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 | $423,868 | $69,515+509.7% | $86,874+387.9% | $85,850+393.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 17.98% | 20.12%-2.1pp | 63.52%-45.5pp | 318.53%-300.5pp |
| Employer contribution / active EE | $15,176 | $1,880+707.1% | $2,495+508.2% | $2,565+491.6% |
| Participant deferral / active EE | $16,423 | $2,919+462.6% | $3,699+344.0% | $3,952+315.6% |
| Admin fee / account holder | $29,832 | $5,972+399.5% | $5,828+411.9% | $6,260+376.6% |