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 | $378,603 | $148,534+154.9% | $135,903+178.6% | $139,434+171.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.34% | 79.19%-65.9pp | 68.23%-54.9pp | 372.94%-359.6pp |
| Employer contribution / active EE | $52,152 | $5,243+894.7% | $4,856+973.9% | $4,751+997.8% |
| Participant deferral / active EE | $33,850 | $8,100+317.9% | $7,758+336.3% | $6,710+404.5% |
| Admin fee / account holder | $30,747 | $12,400+148.0% | $10,762+185.7% | $11,403+169.6% |