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 | $598,441 | $74,888+699.1% | $71,209+740.4% | $142,382+320.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 15.28% | 345.14%-329.9pp | 282.51%-267.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $12,598 | $2,854+341.3% | $2,721+363.0% | $4,299+193.0% |
| Participant deferral / active EE | $10,721 | $4,454+140.7% | $4,175+156.8% | $6,507+64.7% |
| Admin fee / account holder | $26,357 | $5,568+373.3% | $5,349+392.8% | $12,624+108.8% |