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 | $508,058 | $144,119+252.5% | $117,854+331.1% | $147,584+244.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.17% | 531.15%-515.0pp | 335.08%-318.9pp | 578.55%-562.4pp |
| Employer contribution / active EE | $11,291 | $4,896+130.6% | $3,786+198.2% | $4,876+131.5% |
| Participant deferral / active EE | $4,729 | $5,316-11.0% | $4,482+5.5% | $5,439-13.1% |
| Admin fee / account holder | $15,686 | $10,886+44.1% | $8,020+95.6% | $10,885+44.1% |