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 | $656,095 | $148,534+341.7% | $135,903+382.8% | $139,434+370.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.44% | 79.19%-64.7pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $13,000 | $5,243+147.9% | $4,856+167.7% | $4,751+173.6% |
| Participant deferral / active EE | $6,312 | $8,100-22.1% | $7,758-18.6% | $6,710-5.9% |
| Admin fee / account holder | $21,643 | $12,400+74.5% | $10,762+101.1% | $11,403+89.8% |