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 | $763,996 | $108,919+601.4% | $100,391+661.0% | $145,922+423.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.40% | 57.88%-45.5pp | 49.20%-36.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $30,274 | $4,419+585.0% | $3,942+668.0% | $4,660+549.7% |
| Participant deferral / active EE | $12,222 | $8,445+44.7% | $8,082+51.2% | $6,688+82.8% |
| Admin fee / account holder | $8,978 | $9,689-7.3% | $7,899+13.7% | $13,397-33.0% |