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 | $508,203 | $165,335+207.4% | $149,696+239.5% | $158,922+219.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.75% | 348.15%-333.4pp | 276.60%-261.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $13,889 | $5,103+172.2% | $4,644+199.1% | $4,761+191.7% |
| Participant deferral / active EE | $5,472 | $7,181-23.8% | $6,842-20.0% | $5,982-8.5% |
| Admin fee / account holder | $1,169 | $10,807-89.2% | $9,309-87.4% | $11,246-89.6% |