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 | $582,192 | $129,942+348.0% | $104,294+458.2% | $134,475+332.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 5.41% | 42.03%-36.6pp | 24.61%-19.2pp | 417.96%-412.6pp |
| Employer contribution / active EE | $15,320 | $4,184+266.1% | $3,372+354.4% | $4,740+223.2% |
| Participant deferral / active EE | $12,109 | $5,588+116.7% | $4,625+161.8% | $6,400+89.2% |
| Admin fee / account holder | $118,849 | $9,323+1174.8% | $7,339+1519.3% | $11,426+940.2% |