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 | $722,397 | $176,056+310.3% | $159,436+353.1% | $167,490+331.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.60% | 331.75%-313.1pp | 263.57%-245.0pp | 478.56%-460.0pp |
| Employer contribution / active EE | $13,000 | $5,297+145.4% | $4,829+169.2% | $4,837+168.7% |
| Participant deferral / active EE | $10,916 | $7,750+40.9% | $7,352+48.5% | $6,341+72.1% |
| Admin fee / account holder | $30,782 | $12,554+145.2% | $10,799+185.1% | $12,309+150.1% |