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 | $470,520 | $104,664+349.6% | $85,682+449.1% | $167,490+180.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.94% | 21.45%-9.5pp | 21.49%-9.5pp | 478.56%-466.6pp |
| Employer contribution / active EE | $21,531 | $3,337+545.2% | $2,618+722.3% | $4,837+345.1% |
| Participant deferral / active EE | $19,500 | $4,824+304.2% | $3,923+397.1% | $6,341+207.5% |
| Admin fee / account holder | $2,057 | $10,032-79.5% | $6,873-70.1% | $12,309-83.3% |