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 | $816,880 | $198,466+311.6% | $170,442+379.3% | $147,584+453.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.16% | 257.29%-242.1pp | 205.93%-190.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $41,676 | $6,184+574.0% | $5,433+667.1% | $4,876+754.7% |
| Participant deferral / active EE | $2,233 | $5,629-60.3% | $4,939-54.8% | $5,439-58.9% |
| Admin fee / account holder | $29,714 | $16,852+76.3% | $13,880+114.1% | $10,885+173.0% |