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 | $492,886 | $198,466+148.3% | $170,442+189.2% | $147,584+234.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.07% | 257.29%-233.2pp | 205.93%-181.9pp | 578.55%-554.5pp |
| Employer contribution / active EE | $5,172 | $6,184-16.4% | $5,433-4.8% | $4,876+6.1% |
| Participant deferral / active EE | $8,700 | $5,629+54.5% | $4,939+76.1% | $5,439+60.0% |
| Admin fee / account holder | $19,471 | $16,852+15.5% | $13,880+40.3% | $10,885+78.9% |