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 | $518,009 | $185,822+178.8% | $169,993+204.7% | $139,434+271.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.95% | 60.50%-41.5pp | 53.37%-34.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $21,150 | $7,590+178.7% | $6,785+211.7% | $4,751+345.2% |
| Participant deferral / active EE | $20,590 | $11,622+77.2% | $10,408+97.8% | $6,710+206.8% |
| Admin fee / account holder | $43,700 | $15,381+184.1% | $12,815+241.0% | $11,403+283.2% |