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 | $530,617 | $168,632+214.7% | $147,614+259.5% | $125,391+323.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.49% | 77.65%-79.1pp | 61.98%-63.5pp | 282.22%-283.7pp |
| Employer contribution / active EE | $18,492 | $6,252+195.8% | $5,564+232.3% | $4,866+280.0% |
| Participant deferral / active EE | $19,750 | $5,507+258.6% | $4,895+303.4% | $5,352+269.1% |
| Admin fee / account holder | $2,156 | $13,580-84.1% | $11,611-81.4% | $9,540-77.4% |