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 | $621,372 | $158,398+292.3% | $126,539+391.1% | $142,382+336.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.78% | 593.76%-579.0pp | 425.95%-411.2pp | 217.08%-202.3pp |
| Employer contribution / active EE | $8,423 | $4,650+81.1% | $3,674+129.2% | $4,299+95.9% |
| Participant deferral / active EE | $14,808 | $4,767+210.7% | $4,083+262.7% | $6,507+127.6% |
| Admin fee / account holder | $7,625 | $6,918+10.2% | $6,065+25.7% | $12,624-39.6% |