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 | $663,560 | $209,411+216.9% | $178,490+271.8% | $158,922+317.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.34% | 188.75%-173.4pp | 151.07%-135.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $12,904 | $5,706+126.1% | $5,011+157.5% | $4,761+171.0% |
| Participant deferral / active EE | $14,407 | $5,954+142.0% | $5,202+177.0% | $5,982+140.8% |
| Admin fee / account holder | $5,010 | $17,074-70.7% | $13,984-64.2% | $11,246-55.5% |