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 | $674,207 | $165,335+307.8% | $149,696+350.4% | $158,922+324.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.66% | 348.15%-337.5pp | 276.60%-265.9pp | 302.83%-292.2pp |
| Employer contribution / active EE | $18,815 | $5,103+268.7% | $4,644+305.1% | $4,761+295.2% |
| Participant deferral / active EE | $19,797 | $7,181+175.7% | $6,842+189.4% | $5,982+230.9% |
| Admin fee / account holder | $1,497 | $10,807-86.1% | $9,309-83.9% | $11,246-86.7% |