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 | $563,923 | $177,572+217.6% | $154,803+264.3% | $142,382+296.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.85% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $11,207 | $4,810+133.0% | $4,305+160.3% | $4,299+160.7% |
| Participant deferral / active EE | $12,290 | $6,272+96.0% | $5,540+121.8% | $6,507+88.9% |
| Admin fee / account holder | $4,289 | $16,786-74.4% | $14,329-70.1% | $12,624-66.0% |