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 | $895,318 | $148,534+502.8% | $135,903+558.8% | $139,434+542.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.82% | 79.19%-64.4pp | 68.23%-53.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $12,500 | $5,243+138.4% | $4,856+157.4% | $4,751+163.1% |
| Participant deferral / active EE | $18,275 | $8,100+125.6% | $7,758+135.6% | $6,710+172.3% |
| Admin fee / account holder | $1,342 | $12,400-89.2% | $10,762-87.5% | $11,403-88.2% |