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 | $503,195 | $217,402+131.5% | $185,823+170.8% | $167,490+200.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.52% | 148.36%-136.8pp | 122.05%-110.5pp | 478.56%-467.0pp |
| Employer contribution / active EE | $10,470 | $5,873+78.3% | $5,167+102.6% | $4,837+116.4% |
| Participant deferral / active EE | $9,643 | $6,356+51.7% | $5,568+73.2% | $6,341+52.1% |
| Admin fee / account holder | $62,430 | $19,811+215.1% | $16,237+284.5% | $12,309+407.2% |