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 | $537,392 | $179,726+199.0% | $156,263+243.9% | $142,382+277.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.15% | 77.86%-66.7pp | 59.47%-48.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $21,049 | $5,069+315.2% | $4,333+385.8% | $4,299+389.6% |
| Participant deferral / active EE | $12,258 | $6,956+76.2% | $6,158+99.1% | $6,507+88.4% |
| Admin fee / account holder | $23,382 | $17,272+35.4% | $14,255+64.0% | $12,624+85.2% |