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 | $546,911 | $209,411+161.2% | $178,490+206.4% | $158,922+244.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.38% | 188.75%-176.4pp | 151.07%-138.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $13,944 | $5,706+144.4% | $5,011+178.3% | $4,761+192.9% |
| Participant deferral / active EE | $12,178 | $5,954+104.5% | $5,202+134.1% | $5,982+103.6% |
| Admin fee / account holder | $3,629 | $17,074-78.7% | $13,984-74.0% | $11,246-67.7% |