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 | $510,328 | $165,335+208.7% | $149,696+240.9% | $158,922+221.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.20% | 348.15%-328.9pp | 276.60%-257.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $7,591 | $5,103+48.8% | $4,644+63.5% | $4,761+59.4% |
| Participant deferral / active EE | $10,073 | $7,181+40.3% | $6,842+47.2% | $5,982+68.4% |
| Admin fee / account holder | $36,332 | $10,807+236.2% | $9,309+290.3% | $11,246+223.1% |