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 | $518,816 | $179,726+188.7% | $156,263+232.0% | $142,382+264.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.34% | 77.86%-65.5pp | 59.47%-47.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $14,741 | $5,069+190.8% | $4,333+240.2% | $4,299+242.9% |
| Participant deferral / active EE | $11,969 | $6,956+72.1% | $6,158+94.3% | $6,507+83.9% |
| Admin fee / account holder | $73,999 | $17,272+328.4% | $14,255+419.1% | $12,624+486.2% |