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 | $677,201 | $178,174+280.1% | $156,181+333.6% | $137,256+393.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.05% | 84.19%-70.1pp | 64.87%-50.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $46,500 | $4,972+835.3% | $4,294+982.9% | $4,156+1018.9% |
| Participant deferral / active EE | $31,000 | $6,888+350.1% | $6,132+405.5% | $6,407+383.9% |
| Admin fee / account holder | $10,796 | $17,404-38.0% | $14,586-26.0% | $12,270-12.0% |