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 | $463,888 | $197,591+134.8% | $177,821+160.9% | $158,922+191.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.29% | 58.76%-38.5pp | 48.32%-28.0pp | 302.83%-282.5pp |
| Employer contribution / active EE | $14,859 | $6,697+121.9% | $5,918+151.1% | $4,761+212.1% |
| Participant deferral / active EE | $14,433 | $8,405+71.7% | $7,714+87.1% | $5,982+141.3% |
| Admin fee / account holder | $2,790 | $15,399-81.9% | $12,427-77.6% | $11,246-75.2% |