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 | $693,900 | $190,805+263.7% | $159,960+333.8% | $134,475+416.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 33.24% | 552.23%-519.0pp | 408.60%-375.4pp | 417.96%-384.7pp |
| Employer contribution / active EE | $13,333 | $4,995+166.9% | $4,226+215.5% | $4,740+181.3% |
| Participant deferral / active EE | $12,278 | $6,923+77.3% | $6,182+98.6% | $6,400+91.8% |
| Admin fee / account holder | $52,153 | $10,471+398.1% | $8,698+499.6% | $11,426+356.4% |