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 | $475,800 | $148,534+220.3% | $135,903+250.1% | $139,434+241.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.51% | 79.19%-57.7pp | 68.23%-46.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $21,750 | $5,243+314.8% | $4,856+347.9% | $4,751+357.8% |
| Participant deferral / active EE | $11,250 | $8,100+38.9% | $7,758+45.0% | $6,710+67.7% |
| Admin fee / account holder | $3,710 | $12,400-70.1% | $10,762-65.5% | $11,403-67.5% |