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 9-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 | $652,003 | $148,534+339.0% | $135,903+379.8% | $139,434+367.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.35% | 79.19%-62.8pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $26,730 | $5,243+409.8% | $4,856+450.4% | $4,751+462.6% |
| Participant deferral / active EE | $10,000 | $8,100+23.5% | $7,758+28.9% | $6,710+49.0% |
| Admin fee / account holder | $2,839 | $12,400-77.1% | $10,762-73.6% | $11,403-75.1% |