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 | $589,584 | $202,432+191.3% | $169,368+248.1% | $139,434+322.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.97% | 531.74%-514.8pp | 405.60%-388.6pp | 372.94%-356.0pp |
| Employer contribution / active EE | $13,253 | $4,692+182.4% | $4,013+230.3% | $4,751+179.0% |
| Participant deferral / active EE | $7,500 | $6,938+8.1% | $6,221+20.6% | $6,710+11.8% |
| Admin fee / account holder | $1,730 | $10,708-83.8% | $9,003-80.8% | $11,403-84.8% |