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 | $527,829 | $165,335+219.2% | $149,696+252.6% | $158,922+232.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.31% | 348.15%-334.8pp | 276.60%-263.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $8,403 | $5,103+64.7% | $4,644+80.9% | $4,761+76.5% |
| Participant deferral / active EE | $12,533 | $7,181+74.5% | $6,842+83.2% | $5,982+109.5% |
| Admin fee / account holder | $4,633 | $10,807-57.1% | $9,309-50.2% | $11,246-58.8% |