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 | $629,074 | $101,618+519.1% | $93,063+576.0% | $137,256+358.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.77% | 223.95%-208.2pp | 34.15%-18.4pp | 220.34%-204.6pp |
| Employer contribution / active EE | $15,663 | $2,707+478.6% | $2,476+532.6% | $4,156+276.9% |
| Participant deferral / active EE | $17,274 | $4,279+303.7% | $3,958+336.4% | $6,407+169.6% |
| Admin fee / account holder | $8,368 | $6,198+35.0% | $6,033+38.7% | $12,270-31.8% |