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 | $478,250 | $105,998+351.2% | $92,233+418.5% | $147,584+224.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.68% | 50.05%-33.4pp | 176.28%-159.6pp | 578.55%-561.9pp |
| Employer contribution / active EE | $11,650 | $4,333+168.9% | $3,679+216.6% | $4,876+138.9% |
| Participant deferral / active EE | $9,568 | $4,478+113.7% | $3,897+145.5% | $5,439+75.9% |
| Admin fee / account holder | $17,741 | $6,332+180.2% | $5,194+241.6% | $10,885+63.0% |