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 | $785,327 | $177,572+342.3% | $154,803+407.3% | $142,382+451.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.20% | 65.07%-42.9pp | 58.88%-36.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $19,563 | $4,810+306.7% | $4,305+354.4% | $4,299+355.1% |
| Participant deferral / active EE | $16,657 | $6,272+165.6% | $5,540+200.6% | $6,507+156.0% |
| Admin fee / account holder | $1,300 | $16,786-92.3% | $14,329-90.9% | $12,624-89.7% |