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 | $675,863 | $133,922+404.7% | $116,228+481.5% | $142,382+374.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.49% | 147.76%-132.3pp | 90.06%-74.6pp | 217.08%-201.6pp |
| Employer contribution / active EE | $6,000 | $3,446+74.1% | $2,994+100.4% | $4,299+39.6% |
| Participant deferral / active EE | $17,748 | $5,672+212.9% | $4,953+258.3% | $6,507+172.7% |
| Admin fee / account holder | $5,085 | $14,945-66.0% | $11,989-57.6% | $12,624-59.7% |