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 | $550,385 | $148,534+270.5% | $135,903+305.0% | $139,434+294.7% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.5pp | 80.3%+6.0pp |
| Annual return | 16.61% | 79.19%-62.6pp | 68.23%-51.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $9,431 | $5,243+79.9% | $4,856+94.2% | $4,751+98.5% |
| Participant deferral / active EE | $10,627 | $8,100+31.2% | $7,758+37.0% | $6,710+58.4% |
| Admin fee / account holder | $68,293 | $12,400+450.8% | $10,762+534.6% | $11,403+498.9% |