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 | $672,791 | $102,966+553.4% | $90,281+645.2% | $152,861+340.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.75% | 95.16%-75.4pp | 78.10%-58.3pp | 345.32%-325.6pp |
| Employer contribution / active EE | $10,204 | $3,139+225.1% | $2,854+257.5% | $4,762+114.3% |
| Participant deferral / active EE | $12,063 | $4,281+181.7% | $3,885+210.5% | $5,850+106.2% |
| Admin fee / account holder | $2,617 | $6,171-57.6% | $5,351-51.1% | $11,596-77.4% |