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 | $744,945 | $165,335+350.6% | $149,696+397.6% | $158,922+368.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.62% | 348.15%-324.5pp | 276.60%-253.0pp | 302.83%-279.2pp |
| Employer contribution / active EE | $32,516 | $5,103+537.2% | $4,644+600.1% | $4,761+582.9% |
| Participant deferral / active EE | $9,910 | $7,181+38.0% | $6,842+44.8% | $5,982+65.7% |
| Admin fee / account holder | $10,791 | $10,807-0.1% | $9,309+15.9% | $11,246-4.0% |