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 | $541,464 | $108,919+397.1% | $100,391+439.4% | $145,922+271.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.16% | 57.88%-37.7pp | 49.20%-29.0pp | 561.29%-541.1pp |
| Employer contribution / active EE | $28,166 | $4,419+537.3% | $3,942+614.6% | $4,660+504.5% |
| Participant deferral / active EE | $24,729 | $8,445+192.8% | $8,082+206.0% | $6,688+269.8% |
| Admin fee / account holder | $882 | $9,689-90.9% | $7,899-88.8% | $13,397-93.4% |