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 | $743,387 | $133,922+455.1% | $116,228+539.6% | $142,382+422.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.49% | 147.76%-130.3pp | 90.06%-72.6pp | 217.08%-199.6pp |
| Employer contribution / active EE | $25,953 | $3,446+653.2% | $2,994+766.7% | $4,299+503.7% |
| Participant deferral / active EE | $15,750 | $5,672+177.7% | $4,953+218.0% | $6,507+142.0% |
| Admin fee / account holder | $314 | $14,945-97.9% | $11,989-97.4% | $12,624-97.5% |