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 7-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 | $476,622 | $190,805+149.8% | $159,960+198.0% | $134,475+254.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 8.41% | 552.23%-543.8pp | 408.60%-400.2pp | 417.96%-409.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $41,688 | $6,923+502.2% | $6,182+574.3% | $6,400+551.4% |
| Admin fee / account holder | $400 | $10,471-96.2% | $8,698-95.4% | $11,426-96.5% |