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 | $631,317 | $118,680+431.9% | $98,907+538.3% | $158,922+297.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 46.29% | 372.35%-326.1pp | 196.43%-150.1pp | 302.83%-256.5pp |
| Employer contribution / active EE | $10,328 | $3,333+209.9% | $2,689+284.1% | $4,761+116.9% |
| Participant deferral / active EE | $10,560 | $5,088+107.6% | $4,244+148.8% | $5,982+76.5% |
| Admin fee / account holder | $1,405 | $10,131-86.1% | $6,642-78.8% | $11,246-87.5% |