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 5-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 | $478,603 | $100,773+374.9% | $88,946+438.1% | $142,382+236.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.93% | 70.18%-54.2pp | 57.82%-41.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $12,500 | $2,918+328.4% | $2,555+389.2% | $4,299+190.8% |
| Participant deferral / active EE | $19,300 | $5,230+269.0% | $4,581+321.3% | $6,507+196.6% |
| Admin fee / account holder | $3,497 | $9,693-63.9% | $8,261-57.7% | $12,624-72.3% |