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 | $671,035 | $165,335+305.9% | $149,696+348.3% | $158,922+322.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.97% | 348.15%-333.2pp | 276.60%-261.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $18,618 | $5,103+264.9% | $4,644+300.9% | $4,761+291.0% |
| Participant deferral / active EE | $3,519 | $7,181-51.0% | $6,842-48.6% | $5,982-41.2% |
| Admin fee / account holder | $13,961 | $10,807+29.2% | $9,309+50.0% | $11,246+24.1% |