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 | $663,880 | $133,922+395.7% | $116,228+471.2% | $142,382+366.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.99% | 147.76%-131.8pp | 90.06%-74.1pp | 217.08%-201.1pp |
| Employer contribution / active EE | $19,913 | $3,446+477.9% | $2,994+565.0% | $4,299+363.2% |
| Participant deferral / active EE | $12,634 | $5,672+122.7% | $4,953+155.1% | $6,507+94.1% |
| Admin fee / account holder | $18,542 | $14,945+24.1% | $11,989+54.7% | $12,624+46.9% |