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 | $516,984 | $165,335+212.7% | $149,696+245.4% | $158,922+225.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.07% | 348.15%-327.1pp | 276.60%-255.5pp | 302.83%-281.8pp |
| Employer contribution / active EE | $17,534 | $5,103+243.6% | $4,644+277.5% | $4,761+268.3% |
| Participant deferral / active EE | $17,078 | $7,181+137.8% | $6,842+149.6% | $5,982+185.5% |
| Admin fee / account holder | $48,585 | $10,807+349.6% | $9,309+421.9% | $11,246+332.0% |