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 | $618,498 | $183,963+236.2% | $162,163+281.4% | $152,861+304.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.08% | 150.76%-125.7pp | 115.59%-90.5pp | 345.32%-320.2pp |
| Employer contribution / active EE | $17,772 | $6,371+179.0% | $5,614+216.6% | $4,762+273.2% |
| Participant deferral / active EE | $18,294 | $8,034+127.7% | $7,298+150.7% | $5,850+212.7% |
| Admin fee / account holder | $5,813 | $13,121-55.7% | $10,843-46.4% | $11,596-49.9% |