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 | $760,358 | $159,602+376.4% | $150,045+406.8% | $142,382+434.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.83% | 70.24%-57.4pp | 62.55%-49.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $39,566 | $4,961+697.6% | $4,693+743.1% | $4,299+820.3% |
| Participant deferral / active EE | $18,018 | $8,310+116.8% | $7,997+125.3% | $6,507+176.9% |
| Admin fee / account holder | $1,228 | $14,846-91.7% | $13,435-90.9% | $12,624-90.3% |