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 | $414,083 | $100,773+310.9% | $88,946+365.5% | $142,382+190.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.00% | 70.18%-58.2pp | 57.82%-45.8pp | 217.08%-205.1pp |
| Employer contribution / active EE | $25,861 | $2,918+786.4% | $2,555+912.2% | $4,299+501.6% |
| Participant deferral / active EE | $15,626 | $5,230+198.8% | $4,581+241.1% | $6,507+140.1% |
| Admin fee / account holder | $1,230 | $9,693-87.3% | $8,261-85.1% | $12,624-90.3% |