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 | $508,081 | $86,286+488.8% | $111,297+356.5% | $85,850+491.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 20.07% | 19.99%+0.1pp | 54.65%-34.6pp | 318.53%-298.5pp |
| Employer contribution / active EE | $12,207 | $2,043+497.4% | $2,731+347.0% | $2,565+375.9% |
| Participant deferral / active EE | $5,072 | $3,641+39.3% | $4,487+13.0% | $3,952+28.4% |
| Admin fee / account holder | $2,710 | $8,188-66.9% | $7,964-66.0% | $6,260-56.7% |